William Whitaker

William Whitaker Email and Phone Number

Senior Wealth Advisor at Vawter Financial @ Vawter Financial
columbus, ohio, united states
William Whitaker's Location
Columbus, Ohio, United States, United States
William Whitaker's Contact Details
About William Whitaker

I am a Columbus, OH Fee-Only Financial Planner serving Columbus and all surrounding areas. Vawter Financial specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. I am a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional who helps clients, and people they care about, achieve financial stability and security.I specialize in helping people preparing for retirement and staying with them as they enjoy it.Specialties: Executive Compensation (Stock options, Restricted stock, NUA, ...), investment management and rebalancing, Social Security analysis, tax planning, estate implementation, and college planning

William Whitaker's Current Company Details
Vawter Financial

Vawter Financial

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Senior Wealth Advisor at Vawter Financial
columbus, ohio, united states
Website:
vawterfinancial.com
Employees:
8
William Whitaker Work Experience Details
  • Vawter Financial
    Senior Wealth Advisor
    Vawter Financial Mar 2017 - Present
    Columbus, Ohio Area
    View
  • Franklin University
    Adjunct Professor
    Franklin University Apr 2011 - Dec 2020
    Columbus, Oh
    I work with undergraduate graduating seniors to help structure their final financial plans that need to be presented in their capstone prior to graduation.
    View
  • National Association Of Personal Financial Advisors
    Midwest Regional Board
    National Association Of Personal Financial Advisors Jul 2015 - Jun 2017
    View
  • Summit Financial Strategies, Inc.
    Senior Financial Advisor
    Summit Financial Strategies, Inc. Jun 2004 - Dec 2016
    Columbus, Ohio Area
    View

William Whitaker Skills

Strategic Financial Planning Investment Management Financial Planners Retirement Planning Wealth Management Estate Planning Investments Investment Advisory 401k Educational Consulting Mutual Funds Executive Compensation Planning Finance Restricted Stock Asset Managment Stock Option

William Whitaker Education Details

Frequently Asked Questions about William Whitaker

What company does William Whitaker work for?

William Whitaker works for Vawter Financial

What is William Whitaker's role at the current company?

William Whitaker's current role is Senior Wealth Advisor at Vawter Financial.

What is William Whitaker's email address?

William Whitaker's email address is wm****@****ail.com

What is William Whitaker's direct phone number?

William Whitaker's direct phone number is +161432*****

What schools did William Whitaker attend?

William Whitaker attended College For Financial Planning, The Ohio State University.

What skills is William Whitaker known for?

William Whitaker has skills like Strategic Financial Planning, Investment Management, Financial Planners, Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Advisory, 401k, Educational Consulting, Mutual Funds, Executive Compensation Planning.

Who are William Whitaker's colleagues?

William Whitaker's colleagues are Angela Hradecky, Colin Appell, Gary Vawter, Katrina Moore, Cfp®, Jackie Washburn, Robbie Jamison, Cfp®.

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