William G. Love, Cfp, Ricp Email and Phone Number
Bill is all things Retirement with more than 20 years of experience who has helped many of his client’s transition to a successful retirement. Bill focuses on client’s complete retirement picture: Financial and Non-Financial. He has helped clients find answers and solutions to the following questions:Financial:• When can I retire?• How can I make my money last for me and my spouse?• What do I need to do to protect my nest egg?Non- Financial:• What will I do when travel, golf and other leisure activities lose their luster?• What will I do to replace the benefits that my career provided me such as a sense of contribution?• Where will I get purpose and meaning from?Bill is passionate about retirement planning. In addition to practicing as a Certified Financial Planner, Bill is a Retirement Income Certification Professional specializing in topics such as social security planning, health care, long term care, etc. Bill is also a Certified Retirement Coach providing clients the opportunity to develop perspective on where they will find purpose and meaning beyond their careers. Bill has served on the Philadelphia Tri-State Financial Planning board as president and other roles for 11 years. He was elected by his peers for the first Philadelphia Heart of Financial Planning Award for his leadership and dedication. Bill is also an Adjunct Professor at Temple University teaching “Investing for your Future” to undergraduate students.
Rtd Financial
View- Website:
- rtdfinancial.com
- Employees:
- 53
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Shareholder, Senior Wealth Manager And Director Of Professional DevelopmentRtd FinancialPhiladelphia, Pa, Us -
Senior Wealth Advisor & ShareholderRtd Financial Sep 2018 - Present30 S. 17Th Street, Suite 1620, Philadelphia, Pa 19103 -
Adjunct ProfessorTemple University Aug 2019 - PresentGreater Philadelphia AreaTeach personal finance and investing concepts to Temple students. -
Certified Financial PlannerMarshall Financial Group May 2004 - Sep 2018Doylestown, Pa
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Investment ConsultantTd Waterhouse Jun 2001 - May 2004Jenkintown, PaBuild, maintain and grow relationships with Retail Investor Clients.Determine appropriate advice channel to meet their objectives (Online Tools, Branch Portfolio Planning or Advisor Directed).
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401K Account ManagerMerrill Lynch Jul 1998 - Jun 2001Hours Ham, PaKey liaison for plan sponsors, financial advisors and back office operations.Managed, maintained and assured that sixty 401k plans were in compliance with the Department of Labor and IRS rules. -
401K Service RepresentativeVanguard Mar 1998 - Jul 1998Malvern, PaProcessed transactions for the 401k participant (exchanges, withdrawals, loans, etc)
William G. Love, Cfp, Ricp Skills
William G. Love, Cfp, Ricp Education Details
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Lasalle UniversityFinance -
Business Administration And Management, General
Frequently Asked Questions about William G. Love, Cfp, Ricp
What company does William G. Love, Cfp, Ricp work for?
William G. Love, Cfp, Ricp works for Rtd Financial
What is William G. Love, Cfp, Ricp's role at the current company?
William G. Love, Cfp, Ricp's current role is Shareholder, Senior Wealth Manager and Director of Professional Development.
What schools did William G. Love, Cfp, Ricp attend?
William G. Love, Cfp, Ricp attended Lasalle University, Bucks County Community College.
What skills is William G. Love, Cfp, Ricp known for?
William G. Love, Cfp, Ricp has skills like Portfolio Management, Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial Planning, Asset Allocation, Investment Strategies, Life Coaching, Retirment Coaching, Wealth Mangement/financial Planning, Facilitating Family Meetings.
Who are William G. Love, Cfp, Ricp's colleagues?
William G. Love, Cfp, Ricp's colleagues are Cindy Kennedy, Kojo Colecraft-Addison, Maryellen Vandegrift, Aif®, Crps®, Andrew Frustaci, James Fletcher, Rakesh Gopal, Zachary Merring, Cfp®, Mba.
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