Bill is a Senior Financial Planner with more than 20 years of experience, who has helped many of his client’s transition to a successful retirement. Bill focuses on his client’s complete retirement picture, both Financial and Non-Financial. He has helped clients find answers and solutions to the following questions:
- When can I retire?
- How can I make my money last for me and my spouse?
- What do I need to do to protect my nest egg?
- What will I do when travel, golf and other leisure activities lose their luster?
- What will I do to replace the benefits that my career provided me such as structure, socialization and a sense of contribution?
- Where will I get purpose and meaning from?
Bill is passionate about retirement planning. In addition to practicing as a Certified Financial Planner, Bill is a Retirement Income Certification Professional specializing in topics such as social security planning, health care, long term care, etc. Bill is also a Certified Retirement Coach, providing clients the opportunity to develop perspective on where they will find purpose and meaning beyond their careers.
Bill has served on the Philadelphia Tri-State Financial Planning board as president and other roles for 11 years. He was elected by his peers for the first Philadelphia Heart of Financial Planning Award for his leadership and dedication. Bill is also an Adjunct Professor at Temple University teaching “Investing for your Future” to undergraduate students.
Bill lives in Yardley, PA with 3 generations of “his girls”, his wife, Lauren, daughter, Jocelyn, Mother-In-Law, Annette and the star of the family, their Dachshund, Lilly.
He enjoys vacationing at the Jersey Shore, exercising and spending quality time with his friends and family.
Getting to know Bill
What do you love most about working in wealth management?
Helping families live their best lives with the resources they have by advising, coaching and teaching them on how their life transitions effects their money.
What are your favorite parts about working at RTD?
The family-oriented culture that permeates to all employees, clients, strategic partners and the community. The dedication of everyone serving clients, the profession and the community is unrelenting. Everyone has a voice and is valued.
What makes you good at what you do?
My commitment to the development of skills and knowledge in my retirement specialty, teaching as adjunct professor and being a professional life coach, are components that help me serve clients to the best of my abilities.
What professional accomplishments are you most proud of?
Helping to develop career paths and becoming the internal coach for professional career development of RTD’s employees.
Professional Awards, Designations & Memberships
All in the Family
When we’re able to pause and catch up with our family members, conversations often revolve around “safe” commonalities such as family, sports, entertainment, health, and relationships… maybe even gossip! Occasionally, taboo subjects find their way into these conversations. You know the type: politics, religion, and money. When it comes to money, the conversations usually remain […]