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William B. Gundrum, Iii Email & Phone Number
Business and Retirement Consultant
at
First Capital Advisors Group, LLC
2 work emails found
@firstcapadv.com
1 phone found area 908
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Business and Retirement Consultant
Location
Little Silver, New Jersey, United States
Who is William B. Gundrum, Iii? Overview
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Quick answer
William B. Gundrum, Iii is listed as Business and Retirement Consultant at First Capital Advisors Group, LLC, based in Little Silver, New Jersey, United States. AeroLeads shows a work email signal at firstcapadv.com, phone signal with area code 908, and a matched LinkedIn profile for William B. Gundrum, Iii.
William B. Gundrum, Iii previously worked as Business & Retirement Consultant at First Capital Advisors Group, Llc and Senior Consultant/Partner/Defined Benefit Specialist at Cafaro Greenleaf. William B. Gundrum, Iii holds Bs, Business Administration from The Citadel.
Company email context
Email format at First Capital Advisors Group, LLC
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*@firstcapadv.com
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AeroLeads found 2 current-domain work email signals for William B. Gundrum, Iii. Compare company email patterns before reaching out.
Profile bio
About William B. Gundrum, Iii
I would like to take this opportunity to introduce you to a new strategic alliance, which I have formed with First Capital Advisors Group. I am now able to offer comprehensive wealth management solutions to business owners and professionals. Utilizing our combined knowledge, we are able to address all aspects of a business owner/professionals, financial needs, including: Asset Protection, Business Entity Structure, Risk Management, Tax Sensitive Strategies, Wealth Management, Retirement and Estate Planning.We are in the business of helping business owners and professionals to become and remain financially independent. Financial independence means the ability, at a certain point in your life, to have the lifestyle that you want....working when you want, but not needing to work. Financial independence is not achieved by your working....it's done by putting your money to work. It doesn't come from earnings....it comes from your investments.
Listed skills include Financial Advisory, Investments, Retirement Planning, Asset Allocation, and 35 others.
Current workplace
William B. Gundrum, Iii's current company
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10 roles
William B. Gundrum, Iii work experience
A career timeline built from the work history available for this profile.
Business & Retirement Consultant
First Capital Advisors Group, Llc
Senior Consultant/Partner/Defined Benefit Specialist
Cafaro Greenleaf
Retirement plan specialist, with over thirty years of wealth management experience, particularly with business owners and professionals. Extensive knowledge of complex investment/retirement plan services, which result in maximized return on investment. Employ customized approaches tailored to the individual needs, goals and risk tolerance of prospective clients.Our approach is to educate clients and to develop cost-effective solutions that incorporate a variety of planning tools. This is done through our sophisticated multi-disciplinary process, which helps clients uncover and implement the optimal combination of business, entities, financial instruments and other planning vehicles.
Apr 2018 - May 2019
Managing Principal - Estate & Business Planning Consultant
Pinnacle Retirement Consultants, Llc
*Designed integrated corporate benefit/retirement plans, which are customized to enhance corporate savings and return on investment.*Provided wealth management services to business owners/professionals via in-depth financial planning.*Employed cutting edge strategies to minimize risk of litigation.*Maintained up-to-date knowledge of relevant regulations, trained CPA's and Independent Advisor's on the impact of revised regulations.
Jul 2010 - Mar 2018
Senior Wealth Advisor
*Partnered with founding member of large regional financial services firm and helped create retirement and estate planning opportunities.*Managed complex individual and family client relationships for ultra high net worth clients who desired a sophisticated investment programs.*Handled the evaluation and oversight of clients, including asset allocation, tax and estate planning, manager selection and reporting.
Mar 2009 - Jun 2010
Financial Planning Specialist
*Developed relationships with high net worth individuals interested in retirement, tax and financial planning.*Successfully built managed portfolios that included stocks, bonds, options and mutual funds.*Prepared comprehensive financial profiles to determine clients' retirement goals and needs.
Mar 2006 - Mar 2009
Vice President Sales & Marketing
Retirement Strategies Group, Llc
*Designed customized 401(k)/Profit Sharing, Defined Benefit and 412(e)(3) Plans for financial advisors.*Incorporated qualified plan assets for estate and personal planning needs.*Integrated asset protection strategies, which were designed to protect physicians from regulatory and litagation risk.
Mar 2003 - Feb 2006
Vice President Estate & Business Planning
International Planning Alliance, Llc
*Developed advanced retirement plan and estate planning opportunities for career agents and brokers.*Provided estate and business planning services for owners of privately held companies.*Designed and implemented customized 401(k)/Profit Sharing, Defined Benefit and 412(e)(3) Plans.*Developed and presented retirement plan seminars for career agents and brokers.
Jan 2001 - Mar 2003
President
Concepts In Financial Planning, Inc.
*General Agent with The Guardian Life Insurance Company*Design and implement customized Profit Sharing & Defined Benefit Plans.*Portfolio Management*Corporate & Personal Tax Planning Services*Employee Benefits
Jun 1983 - Dec 2000
Account Manager
Cigna Corporation
*Estate & business planning services for owners of privately held companies.*Qualified Plan Specialist
Oct 1978 - May 1983
2 education records
William B. Gundrum, Iii education
Bs, Business Administration
College Prep, College Prep
Westfield High School
FAQ
Frequently asked questions about William B. Gundrum, Iii
Quick answers generated from the profile data available on this page.
What company does William B. Gundrum, Iii work for?
William B. Gundrum, Iii works for First Capital Advisors Group, LLC.
What is William B. Gundrum, Iii's role at First Capital Advisors Group, LLC?
William B. Gundrum, Iii is listed as Business and Retirement Consultant at First Capital Advisors Group, LLC.
What is William B. Gundrum, Iii's email address?
AeroLeads has found 2 work email signals at @firstcapadv.com for William B. Gundrum, Iii at First Capital Advisors Group, LLC.
What is William B. Gundrum, Iii's phone number?
AeroLeads has found 1 phone signal(s) with area code 908 for William B. Gundrum, Iii at First Capital Advisors Group, LLC.
Where is William B. Gundrum, Iii based?
William B. Gundrum, Iii is based in Little Silver, New Jersey, United States while working with First Capital Advisors Group, LLC.
What companies has William B. Gundrum, Iii worked for?
William B. Gundrum, Iii has worked for First Capital Advisors Group, Llc, Cafaro Greenleaf, Pinnacle Retirement Consultants, Llc, Summit Financial Resources, Inc., and Morgan Stanley.
How can I contact William B. Gundrum, Iii?
You can use AeroLeads to view verified contact signals for William B. Gundrum, Iii at First Capital Advisors Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did William B. Gundrum, Iii attend?
William B. Gundrum, Iii holds Bs, Business Administration from The Citadel.
What skills is William B. Gundrum, Iii known for?
William B. Gundrum, Iii is listed with skills including Financial Advisory, Investments, Retirement Planning, Asset Allocation, Estate Planning, Financial Planning, Portfolio Management, and Mutual Funds.
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