William B. Burns, Jr., Cfp®
AeroLeads people directory · profile

William B. Burns, Jr., Cfp® Email & Phone Number

Author at Burns Matteson Capital Management
Location: Corning, New York, United States 5 work roles 5 schools
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Burns Matteson Capital Management
Role
Author
Location
Corning, New York, United States
Company size
2 employees

Who is William B. Burns, Jr., Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

William B. Burns, Jr., Cfp® is listed as Author at Burns Matteson Capital Management, a with 2 employees, based in Corning, New York, United States. AeroLeads shows a matched LinkedIn profile for William B. Burns, Jr., Cfp®.

William B. Burns, Jr., Cfp® previously worked as Author at Section 16 Secrets and President at Burns Matteson Capital Management. William B. Burns, Jr., Cfp® holds Bachelor'S Degree, Cum Laude from Syracuse University.

Company email context

Email format at Burns Matteson Capital Management

This section adds company-level context without repeating William B. Burns, Jr., Cfp®'s masked contact details.

Burns Matteson Capital Management

Review company-level records connected to William B. Burns, Jr., Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About William B. Burns, Jr., Cfp®

I enjoy helping corporate executives and business owners reclaim time from their busy lives, by providing peace-of-mind as your independent and objective counsel on all financial matters.I've been a CERTIFIED FINANCIAL PLANNER™ Professional for 29 years. I founded Burns Matteson Capital Management in 2000, and now we work with families across 26 states.

Current workplace

William B. Burns, Jr., Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Burns Matteson Capital Management
Burns Matteson Capital Management
Author
corning, new york, united states
Website
burnsmatteson.com
Employees
2
AeroLeads page
Company profile
View company profile Email format
5 roles · 37 years

William B. Burns, Jr., Cfp® work experience

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

Author

Current
Section 16 Secrets

Author of Section 16 Secrets - How Corporate Insiders Amplify Wealth and Buy Back Health.

Jul 2023 - Present

Vice President & Regional Manager

Hsbc

Syracuse, New York, United States

Managed a team of 14 full-time financial advisors and 70 branch-based financial advisors across four major cities in New York.

1998 - 2000 ~2 yrs

Senior Financial Advisor

Corning Credit Union

Corning, New York, United States

Part of the original team responsible for the successful launch of the investment services subsidiary of the Corning Credit Union.

1994 - 1998 ~4 yrs

Staff Manager

John Hancock

Syracuse, New York, United States

Managed a team of insurance agents while also providing personal financial planning services and insurance consulting.

1990 - 1994 ~4 yrs
Team & coworkers

Colleagues at Burns Matteson Capital Management

Other employees you can reach at burnsmatteson.com. View company contacts for 2 employees →

WR William Redder William Redder Colleague at Burns Matteson Capital ManagementElmira-Corning Area, United States View → NB Nathan Burns Nathan Burns Colleague at Burns Matteson Capital ManagementUnited States View → LM Leanne M. Wheeler, Msm, Fpqp® Leanne M. Wheeler, Msm, Fpqp® Colleague at Burns Matteson Capital ManagementCorning, New York, United States View →
5 education records

William B. Burns, Jr., Cfp® education

FAQ

Frequently asked questions about William B. Burns, Jr., Cfp®

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

What company does William B. Burns, Jr., Cfp® work for?

William B. Burns, Jr., Cfp® works for Burns Matteson Capital Management.

What is William B. Burns, Jr., Cfp®'s role at Burns Matteson Capital Management?

William B. Burns, Jr., Cfp® is listed as Author at Burns Matteson Capital Management.

Where is William B. Burns, Jr., Cfp® based?

William B. Burns, Jr., Cfp® is based in Corning, New York, United States while working with Burns Matteson Capital Management.

What companies has William B. Burns, Jr., Cfp® worked for?

William B. Burns, Jr., Cfp® has worked for Section 16 Secrets, Burns Matteson Capital Management, Hsbc, Corning Credit Union, and John Hancock.

Who are William B. Burns, Jr., Cfp®'s colleagues at Burns Matteson Capital Management?

William B. Burns, Jr., Cfp®'s colleagues at Burns Matteson Capital Management include William Redder, Nathan Burns, and Leanne M. Wheeler, Msm, Fpqp®.

How can I contact William B. Burns, Jr., Cfp®?

You can use AeroLeads to view verified contact signals for William B. Burns, Jr., Cfp® at Burns Matteson Capital Management, including work email, phone, and LinkedIn data when available.

What schools did William B. Burns, Jr., Cfp® attend?

William B. Burns, Jr., Cfp® holds Bachelor'S Degree, Cum Laude from Syracuse University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.