> William Smith

William Smith

  • Advisor Type: CFA, CFP
  • Firm: NewRetirement Advisors
  • Location: Mill Valley, CA
  • Years of Industry Experience: 10
 

Description

I provide holistic financial planning and investment advice, always acting as a fiduciary, meaning the advice you receive will serve your best interest. My specialty is helping those approaching or newly in retirement to define their goals and plan for reaching those goals. I am an experienced financial services professional, having worked in the securities industry as a Equity Research Analyst and serving individual clients in the mortgage industry. I am a Certified Financial Planner, CFP®, and Chartered Financial Analyst, CFA®.

Areas of Expertise

  • Holistic Financial Planning
  • Investment Advice
  • Reverse Mortgages
 
 
 

States Served ?

Serves
 
 
 

Fee Structure ?

  • Fee-only planning
 
 
 

Advisor Licensing ?

Financial Industry Regulatory Authority Securities and Exchange Commission

Not currently registered

Not currently registered

FINRA BrokerCheck SEC Adviser Search
*If you would like to see detailed FINRA and SEC reports on William, you can access their Investment Advisor databases by clicking the buttons above.
 
 

Schedule a Free Consultation with William

   
First Name  
Last Name  
Age
Zip Code
Phone   
Total Savings  
Estimated Household Income  
Email
 
  
 
 
 
 

Questions Answered by William

Scroll down to see more Answers
loading...
older newer
 
 

TRUSTe