William Cummings Email & Phone Number

I am the President and a partner at Concierge Financial Organization. I help my clients achieve financial comfort, protect their family, protect their lifestyle, manage life events, and build a legacy.My journey to become a Wealth Advisor was influenced by a series of life events. Growing up in a military family, we lived paycheck to paycheck. When my Dad retired from the military, my parents divorced. They moved to different states, which left me to fend for myself; so at the age of 17, and a teenager in high school, I became a homeless teenager. Through hard work, I barely graduated high school. I was so poor and was determined to make something of myself. So without any parental guidance, I put myself through college and later got my CPA license. I joined the corporate world as an accountant and quickly rose up the ranks to become a CFO of a large investment firm. This led to my own increasing insecurity involving money. As the more money I made the more things I bought. It was this very same insecurity that led me to want to become a financial advisor. I began to realize that by learning every possible aspect of money and having a clear plan for the future in place, my anxieties lessened as did my fear about my future. My true passion as an advisor is to encourage every client to become more engaged in learning about money and planning for their future. By creating financial clarity for my clients, they become less intimidated, more engaged and ultimately more confident about their financial future.

Listed skills include Tax Planning, Retirement Income Planning, Money Management, Investment Selection, and 6 others.

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  University Of South Florida

  Business