Bill Clinton CFP®, CIMA®, CPWA®
With a firm intention of providing white-glove service and maintaining a high level of client care, Bill Clinton, CFP®, CIMA®, CPWA® works with a limited number of new clients each year. This intentional structure ensures every relationship receives the time, attention, and depth of planning it deserves. Each client benefits from a customized financial plan and personalized investment portfolio designed to reflect their unique circumstances and most important aspirations — helping them pursue both short- and long-term goals with clarity and confidence.
Bill focuses on three key niche markets:
- Individuals close to and in retirement who are seeking income from their investments
- Busy corporate executives who have received various forms of compensation such as deferred compensation, Non-Qualified Stock Options (NQSO), and Restricted Stock Units (RSU)
- Independent women navigating major life transitions.
His work emphasizes education, clarity, and empowerment — helping clients make confident, informed decisions about their wealth, whether they are building financial independence, managing assets following a divorce, or planning for the next stage of life.
Time after time, people contact him seeking guidance on their investment accounts. Many are unsure when or how they will retire or how much they will need to sustain their lifestyle. By working through a detailed and collaborative planning process, Bill provides clarity around these questions and instills confidence about the path forward. He finds deep personal fulfillment in seeing clients move from uncertainty to excitement about their financial future.
Bill graduated from Siena College with a Bachelor of Science in Finance and has worked for some of the largest wealth and asset managers globally, including Merrill Lynch and Barclays Capital. He also taught the CIMA® certification course at the Yale School of Management, helping other financial professionals earn their designations.
As a perpetual student of the industry, Bill has earned several advanced designations and certifications. This focused pursuit of knowledge enables him to provide tremendous value to his diverse client base as a Private Wealth Advisor. He earned his CFP®, CERTIFIED FINANCIAL PLANNER™ designation to enhance his expertise in financial planning. To strengthen his investment management knowledge, he became a Certified Investment Management Analyst (CIMA®). Then, to expand his capabilities in serving high-net-worth individuals and corporate executives, he achieved the Certified Private Wealth Advisor (CPWA®) designation. Both the CIMA® and CPWA® were earned through the Yale School of Management and the Investments & 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 lifelong NY Rangers fan.
