> Bill Smith

Bill Smith

  • Advisor Type: CFA, CFP
  • Firm: NewRetirement Advisors
  • Location: San Leandro, CA
  • Years of Industry Experience: 7
  • Website


NewRetirement Advisors is delivering affordable retirement planning to a broad audience by leveraging a proprietary and increasingly robust online retirement planning tools. The FinTech and ETF revolutions have created tools and platforms that enable investors to effectively manage and invest their money within an efficient, low cost structure. Our mission is to bring that same value proposition to retirement planning. Bill Smith has over 25 years of experience in financial services. He works with his clients to hone their retirement plans in order to achieve clarity and confidence.

Areas of Expertise

  • Holistic Financial Planning
  • Investment Advice
  • IRAs/401k
  • Reverse Mortgages
  • Social Security Optimization

States Served ?


Fee Structure ?

  • Fee-only planning

Advisor Licensing ?

Central Registration Depository #: 2463303
Financial Industry Regulatory Authority Securities and Exchange Commission

registered Registered

Not currently registered

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