William B. Gundrum, Iii

William B. Gundrum, Iii Email and Phone Number

Business and Retirement Consultant @ First Capital Advisors Group, LLC
Little Silver, NJ, US
William B. Gundrum, Iii's Location
Little Silver, New Jersey, United States, United States
William B. Gundrum, Iii's Contact Details

William B. Gundrum, Iii work email

William B. Gundrum, Iii personal email

William B. Gundrum, Iii phone numbers

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.

William B. Gundrum, Iii's Current Company Details
First Capital Advisors Group, LLC

First Capital Advisors Group, Llc

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Business and Retirement Consultant
Little Silver, NJ, US
William B. Gundrum, Iii Work Experience Details
  • First Capital Advisors Group, Llc
    Business And Retirement Consultant
    First Capital Advisors Group, Llc
    Little Silver, Nj, Us
    View
  • First Capital Advisors Group, Llc
    Business & Retirement Consultant
    First Capital Advisors Group, Llc Jun 2019 - Present
    Little Silver, Nj
  • Cafaro Greenleaf
    Senior Consultant/Partner/Defined Benefit Specialist
    Cafaro Greenleaf Apr 2018 - May 2019
    Red Bank, Nj 07701
    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.
  • Pinnacle Retirement Consultants, Llc
    Managing Principal - Estate & Business Planning Consultant
    Pinnacle Retirement Consultants, Llc Jul 2010 - Mar 2018
    Westfield, Nj
    *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.
  • Summit Financial Resources, Inc.
    Senior Wealth Advisor
    Summit Financial Resources, Inc. Mar 2009 - Jun 2010
    Parsippany, Nj
    *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.
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  • Morgan Stanley
    Financial Planning Specialist
    Morgan Stanley Mar 2006 - Mar 2009
    Little Falls, Nj
    *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.
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  • Retirement Strategies Group, Llc
    Vice President Sales & Marketing
    Retirement Strategies Group, Llc Mar 2003 - Feb 2006
    Summit, Nj
    *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.
  • International Planning Alliance, Llc
    Vice President Estate & Business Planning
    International Planning Alliance, Llc Jan 2001 - Mar 2003
    South Plainfield, Nj
    *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.
  • Concepts In Financial Planning, Inc.
    President
    Concepts In Financial Planning, Inc. Jun 1983 - Dec 2000
    Watchung, Nj
    *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
  • Cigna Corporation
    Account Manager
    Cigna Corporation Oct 1978 - May 1983
    Cranford, Nj
    *Estate & business planning services for owners of privately held companies.*Qualified Plan Specialist

William B. Gundrum, Iii Skills

Financial Advisory Investments Retirement Planning Asset Allocation Estate Planning Financial Planning Portfolio Management Mutual Funds Retirement Insurance Asset Protection Risk Management Retirement Plan Consulting Wealth Preservation Planning Money Management Life And Health Insurance Licenses Wealth Management Business Planning Finance Financial Structuring Corporate Benefit Programs Strategic Financial Planning Strategic Planning 401 Retirement Savings Plans Business Development Relationship Developement Strategic Planning/analysis Training And Education Risk Mitigation Communication Skills High Net Worth Individuals Investment Advisory Wealth Management Employee Benefits Life Insurance Financial Services Asset Management Defined Benefit

William B. Gundrum, Iii Education Details

Frequently Asked Questions about William B. Gundrum, Iii

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 the current company?

William B. Gundrum, Iii's current role is Business and Retirement Consultant.

What is William B. Gundrum, Iii's email address?

William B. Gundrum, Iii's email address is wi****@****ail.com

What is William B. Gundrum, Iii's direct phone number?

William B. Gundrum, Iii's direct phone number is +190834*****

What schools did William B. Gundrum, Iii attend?

William B. Gundrum, Iii attended The Citadel, Westfield High School.

What are some of William B. Gundrum, Iii's interests?

William B. Gundrum, Iii has interest in Golf, New York Yankees And New York Giants, Jogging, Health.

What skills is William B. Gundrum, Iii known for?

William B. Gundrum, Iii has skills like Financial Advisory, Investments, Retirement Planning, Asset Allocation, Estate Planning, Financial Planning, Portfolio Management, Mutual Funds, Retirement, Insurance, Asset Protection, Risk Management.

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