Bill Nugent, Cfp®, Ea
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Bill Nugent, Cfp®, Ea Email & Phone Number

Founder, Convey Wealth Management at Convey Wealth Management
Location: Los Angeles Metropolitan Area, United States 7 work roles 3 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Convey Wealth Management
Role
Founder, Convey Wealth Management
Location
Los Angeles Metropolitan Area, United States

Who is Bill Nugent, Cfp®, Ea? Overview

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Bill Nugent, Cfp®, Ea is listed as Founder, Convey Wealth Management at Convey Wealth Management, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Bill Nugent, Cfp®, Ea.

Bill Nugent, Cfp®, Ea previously worked as Founder | CCO at Convey Wealth Management and Instructor at Ucla Extension. Bill Nugent, Cfp®, Ea holds Bs, Communications from University Of Massachusetts Amherst.

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Email format at Convey Wealth Management

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*@fidelity.com
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About Bill Nugent, Cfp®, Ea

Bill Nugent is the Founder of Convey Wealth Management, a financial services firm uniquely specializing in tax-smart planning for corporate executives, high-achieving entrepreneurs, tech innovators and their families. Bill’s 25-year career began with one of the industry’s oldest and most respected wealth management firms. There, he focused on non-profit and public sector clients and drew inspiration from mission-driven professionals who dedicated their careers to caring for others.Having led hundreds of live workshops during his career, Bill is skilled at expressing complex topics in an understandable manner. He believes in customization and focuses on each client’s goals to drive the investment management process. Bill is a CERTIFIED FINANCIAL PLANNER™ professional as well as an IRS Enrolled Agent. He received both his bachelor’s and master’s degrees from the University of Massachusetts at Amherst. In addition to providing personalized attention to his clients, he believes strongly in professional mentorship and enjoys teaching financial planning at UCLA.

Listed skills include 401K, Investments, Retirement, Mutual Funds, and 36 others.

Current workplace

Bill Nugent, Cfp®, Ea's current company

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Convey Wealth Management
Convey Wealth Management
Founder, Convey Wealth Management
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7 roles

Bill Nugent, Cfp®, Ea work experience

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Founder | Cco

Current
Convey Wealth Management

Convey Wealth Management is a financial services firm uniquely specializing in tax-smart planning and wealth management for corporate executives, tech innovators, high-achieving entrepreneurs, and their families. With 25 years in the industry, our comprehensive approach brings together an extensive network of experts in insurance, estate planning, mortgages and other areas. Convey Wealth Management is built on clear and accessible communication to ensure clients understand their investments so that we can best address their financial needs. As fee-only fiduciary advisors, we focus on what’s best for each individual client, giving careful consideration to the people and causes they care about.

Sep 2022 - Present

Instructor

Current
Ucla Extension

Los Angeles, California, Us

My course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The course is intended for individuals who wish to become practitioners in financial planning, those considering a career transition, and for professionals currently in the financial services industry seeking to advance their careers--bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers, and attorneys. Topics include qualitative and quantitative methods used in the financial planning decision-making process. Additionally, the course covers principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies, and processes of professional practice.

Apr 2023 - Present

Senior Wealth Advisor At The Mather Group

The Mather Group

Chicago, Illinois, Us

Jul 2019 - Jun 2021

Regional Vice President

Mercer Advisors

Denver, Colorado, Us

May 2015 - Jun 2019
3 education records

Bill Nugent, Cfp®, Ea education

Bs, Communications

University Of Massachusetts Amherst

Mba, Mba

Isenberg School Of Management, Umass Amherst

Six Sigma Black Belt, Process Improvement

Acuity Institute
FAQ

Frequently asked questions about Bill Nugent, Cfp®, Ea

Quick answers generated from the profile data available on this page.

What company does Bill Nugent, Cfp®, Ea work for?

Bill Nugent, Cfp®, Ea works for Convey Wealth Management.

What is Bill Nugent, Cfp®, Ea's role at Convey Wealth Management?

Bill Nugent, Cfp®, Ea is listed as Founder, Convey Wealth Management at Convey Wealth Management.

What is Bill Nugent, Cfp®, Ea's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Bill Nugent, Cfp®, Ea at Convey Wealth Management.

Where is Bill Nugent, Cfp®, Ea based?

Bill Nugent, Cfp®, Ea is based in Los Angeles Metropolitan Area, United States while working with Convey Wealth Management.

What companies has Bill Nugent, Cfp®, Ea worked for?

Bill Nugent, Cfp®, Ea has worked for Convey Wealth Management, Ucla Extension, The Mather Group, Mercer Advisors, and Fidelity Investments.

How can I contact Bill Nugent, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Bill Nugent, Cfp®, Ea at Convey Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Bill Nugent, Cfp®, Ea attend?

Bill Nugent, Cfp®, Ea holds Bs, Communications from University Of Massachusetts Amherst.

What skills is Bill Nugent, Cfp®, Ea known for?

Bill Nugent, Cfp®, Ea is listed with skills including 401K, Investments, Retirement, Mutual Funds, Financial Planning, Series 7, Strategic Financial Planning, and Finra.

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