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Will Ellis, Cfp®, Ea Email & Phone Number

Helping you reduce the certainty of taxes and live well at Vision Financial Advisory
Location: Hudsonville, Michigan, United States 10 work roles 1 school
1 work email found @visionfinancialpc.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email w****@visionfinancialpc.com
LinkedIn Profile matched
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Current company
Vision Financial Advisory
Role
Helping you reduce the certainty of taxes and live well
Location
Hudsonville, Michigan, United States

Who is Will Ellis, Cfp®, Ea? Overview

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Quick answer

Will Ellis, Cfp®, Ea is listed as Helping you reduce the certainty of taxes and live well at Vision Financial Advisory, based in Hudsonville, Michigan, United States. AeroLeads shows a work email signal at visionfinancialpc.com and a matched LinkedIn profile for Will Ellis, Cfp®, Ea.

Will Ellis, Cfp®, Ea previously worked as Certified Financial Planner, Enrolled Agent at Vision Financial Advisory and Certified Financial Planner at Bcf Wealth Strategies. Will Ellis, Cfp®, Ea holds Bachelor Of Business Administration (B.B.A.), General Management - Business Administration from Hochschule Für Wirtschaft Zürich (University Of Applied Science).

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Email format at Vision Financial Advisory

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*@visionfinancialpc.com
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AeroLeads found 1 current-domain work email signal for Will Ellis, Cfp®, Ea. Compare company email patterns before reaching out.

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Profile bio

About Will Ellis, Cfp®, Ea

Will spent almost nine years in health insurance before realizing a growing passion for helping people with their finances. In 2013, after living and studying in Switzerland for five years, he finally entered the financial services industry. Once there, he quickly earned his CERTIFIED FINANCIAL PLANNER™ designation in order to build on his knowledge and develop expertise for the families he would serve.Will has a desire to truly understand his client’s goals and values and help them use those values as a filter for guiding clients in making financial decisions. His mission is to use financial planning to remove the emotion and anxiety around finances so clients are free to enjoy the things most important to them, and be ready when retirement finally comes.Outside the office Will is active in his church and spends as much time as he can with his wife and two daughters, “just doing stuff.” His wife, Keri, says ‘he has enough hobbies for the two of us’, not limited to a huge passion for all things boating and watersports, building and working on cars, projects around the house, cycling, and more.Securities offered through LPL Financial.

Listed skills include Sales and Insurance.

Current workplace

Will Ellis, Cfp®, Ea's current company

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Vision Financial Advisory
Vision Financial Advisory
Helping you reduce the certainty of taxes and live well
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10 roles

Will Ellis, Cfp®, Ea work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner, Enrolled Agent

Current
Vision Financial Advisory

Hudsonville, Michigan, Us

• Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Oct 2019 - Present

Certified Financial Planner

Bcf Wealth Strategies
Apr 2019 - Oct 2019

Financial Advisor

Design Financial Group

Grand Rapids, Mi, Us

With almost 40 years experience working with individuals and business owners, Design Financial Group can customize a plan to help take care of you and so you can pursue the work on your heart.Changing legacies, one family at a time.

Mar 2017 - Apr 2019

Service Manager / Pro Shop Manager / Technician

Tommy'S Grand Rapids
Apr 2015 - Jan 2017

Client Service Manager

Kevin Toler & Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Dec 2013 - Apr 2015

Owner / Sales Representative

Southeast Sanger
Mar 2013 - Apr 2015

Professional Support Specialist

Nccr Finrisk / University Of Zürich

A world-class academic forum for cutting-edge research in finance, advanced doctoral education and knowledge transfer between finance researchers and Switzerland’s finance professionals.

Nov 2008 - Dec 2012

Sports Marketing

Eagle Sports

Leading edge design and quality products for the extreme watersports and sports apparel industry for over 30 years.

Nov 2006 - Sep 2007

Account Manager

Blue Cross Blue Shield Of Michigan

Us

Non-profit mutual insurance company leading the way for healthcare in Michigan since the 1930's.

Feb 1998 - Oct 2006
1 education record

Will Ellis, Cfp®, Ea education

  • Hochschule Für Wirtschaft Zürich (University Of Applied Science)
    Hochschule Für Wirtschaft Zürich (University Of Applied Science)
    General Management - Business Administration
FAQ

Frequently asked questions about Will Ellis, Cfp®, Ea

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

What company does Will Ellis, Cfp®, Ea work for?

Will Ellis, Cfp®, Ea works for Vision Financial Advisory.

What is Will Ellis, Cfp®, Ea's role at Vision Financial Advisory?

Will Ellis, Cfp®, Ea is listed as Helping you reduce the certainty of taxes and live well at Vision Financial Advisory.

What is Will Ellis, Cfp®, Ea's email address?

AeroLeads has found 1 work email signal at @visionfinancialpc.com for Will Ellis, Cfp®, Ea at Vision Financial Advisory.

Where is Will Ellis, Cfp®, Ea based?

Will Ellis, Cfp®, Ea is based in Hudsonville, Michigan, United States while working with Vision Financial Advisory.

What companies has Will Ellis, Cfp®, Ea worked for?

Will Ellis, Cfp®, Ea has worked for Vision Financial Advisory, Bcf Wealth Strategies, Design Financial Group, Tommy'S Grand Rapids, and Kevin Toler & Associates.

How can I contact Will Ellis, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Will Ellis, Cfp®, Ea at Vision Financial Advisory, including work email, phone, and LinkedIn data when available.

What schools did Will Ellis, Cfp®, Ea attend?

Will Ellis, Cfp®, Ea holds Bachelor Of Business Administration (B.B.A.), General Management - Business Administration from Hochschule Für Wirtschaft Zürich (University Of Applied Science).

What skills is Will Ellis, Cfp®, Ea known for?

Will Ellis, Cfp®, Ea is listed with skills including Sales and Insurance.

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