Bill Clinton CFP®, CIMA®, CPWA®
With a firm intention of providing white-glove service to maintain a high level of client care, Bill Clinton, CFP®, CIMA®, CPWA® engages with only 10 – 15 new clients each year. With this business model, every client receives a customized financial plan and personalized investment portfolio. He designs every plan to fit each client’s unique situation and pinpoints their most important aspirations to help them pursue both short- and long-term goals.
Bill focuses on two key niche markets – individuals close to and in retirement who are seeking income from their investments and busy corporate executives who have received various forms of compensation such as deferred compensation, Non-Qualified Stock Options (NQSO), and Restricted Units (RSU).
Time after time, people contact him to receive guidance on their investment accounts. They aren’t sure when or how they will retire nor how much they will need to support their quality of life. By working together through a very detailed planning process, he provides a great sense of clarity surrounding all of their questions and concerns. It gives Bill a great sense of personal joy to reach the point where his clients are confident and excited about their financial future.
Bill graduated from Siena College and earned his Bachelor of Science in Finance. He has worked for some of the largest wealth and asset managers globally including Merrill Lynch and Barclays Capital. He taught the CIMA® certification course at the Yale School of Management to help other financial professionals earn their designations.
As a perpetual student of the industry, Bill has earned many advanced designations and certifications. This focused pursuit of knowledge has helped him provide tremendous value to his wide array of clients as a Private Wealth Advisor. He earned his CFP®, CERTIFIED FINANCIAL PLANNER™ to enhance his knowledge in creating financial plans. To build upon his experience in creating investment portfolios, he became a Certified Investment Management Analyst, CIMA®. Then, to build upon his professional skillset working with high-net-worth individuals and corporate executives, he became a Certified Private Wealth Advisor, CPWA. Both the CIMA® and the CPWA were earned through the Yale School of Management and the Investments and Wealth Institute.
Bill resides in Chester NJ with his wife Ashlee, and sons Liam and Gavin. In his free time he enjoys spending time with his family and is a life-long NY Rangers fan.
