Bill Nugent, Cfp®, Ea

Bill Nugent, Cfp®, Ea Email and Phone Number

Founder, Convey Wealth Management @ Convey Wealth Management
Bill Nugent, Cfp®, Ea's Location
Los Angeles Metropolitan Area, United States, United States
Bill Nugent, Cfp®, Ea's Contact Details

Bill Nugent, Cfp®, Ea work email

Bill Nugent, Cfp®, Ea personal email

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.

Bill Nugent, Cfp®, Ea's Current Company Details
Convey Wealth Management

Convey Wealth Management

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Founder, Convey Wealth Management
Bill Nugent, Cfp®, Ea Work Experience Details
  • Convey Wealth Management
    Founder | Cco
    Convey Wealth Management Sep 2022 - Present
    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.
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  • Ucla Extension
    Instructor
    Ucla Extension Apr 2023 - Present
    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.
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  • The Mather Group
    Senior Wealth Advisor At The Mather Group
    The Mather Group Jul 2019 - Jun 2021
    Chicago, Illinois, Us
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  • Mercer Advisors
    Regional Vice President
    Mercer Advisors May 2015 - Jun 2019
    Denver, Colorado, Us
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  • Fidelity Investments
    Planning & Guidance Consultant
    Fidelity Investments Jun 2008 - Apr 2015
    Boston, Ma, Us
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  • Union Bank Of California
    Avp-Retirement Planning Consultant
    Union Bank Of California Aug 2006 - Jun 2008
    San Francisco, Ca, Us
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  • Fidelity Investments
    Retirement Counselor
    Fidelity Investments Sep 1997 - Mar 2006
    Boston, Ma, Us
    View

Bill Nugent, Cfp®, Ea Skills

401k Investments Retirement Mutual Funds Financial Planning Series 7 Strategic Financial Planning Finra Retirement Planning Series 63 Leadership Portfolio Management Financial Advisory Securities Consultative Selling New Business Development Finance Selling Trading Customer Relations Process Improvement Financial Services Wealth Management Asset Allocation Management Asset Management Investment Advisory Strategic Planning Sales Investment Strategies Insurance Estate Planning Equities Investment Management Risk Management Strategy Fixed Income Alternative Investments Marketing Financial Analysis

Bill Nugent, Cfp®, Ea Education Details

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Communications
  • Isenberg School Of Management, Umass Amherst
    Isenberg School Of Management, Umass Amherst
    Mba
  • Acuity Institute
    Acuity Institute
    Process Improvement

Frequently Asked Questions about Bill Nugent, Cfp®, Ea

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 the current company?

Bill Nugent, Cfp®, Ea's current role is Founder, Convey Wealth Management.

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

Bill Nugent, Cfp®, Ea's email address is bn****@****ail.com

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

Bill Nugent, Cfp®, Ea attended University Of Massachusetts Amherst, Isenberg School Of Management, Umass Amherst, Acuity Institute.

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

Bill Nugent, Cfp®, Ea has skills like 401k, Investments, Retirement, Mutual Funds, Financial Planning, Series 7, Strategic Financial Planning, Finra, Retirement Planning, Series 63, Leadership, Portfolio Management.

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