William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif Email and Phone Number
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif work email
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William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif personal email
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif phone numbers
Financial Advisor helping Medical Professionals, Business Owners, and their Families plan for Retirement using a holistic approach.- Financial Planning- Investment Management- Tax Planning- Insurance & Estate PlanningPresident and Managing Principal of 360 Wealth Management INC.National Football League Players Association (NFLPA) Registered Player Financial Advisor| STRENGTH - SECURITY - FREEDOM |Like most successful people, you continually strive to make the smart financial decisions that put you where you are today. Financial success has brought you many things, including the responsibility of managing it. The fact is, the more wealth you have, the more time and knowledge it takes to protect it. As your wealth grows, life doesn't get more simple -managing it becomes more complex. What if you could organize all your financial information, accounts and strategies into one place. A place where all of your accounts including your investments, insurance contracts, real estate holdings, banking & liablities accounts are updated daily and organized into your "living" financial plan? You would have a comprehensive wealth management solution customized to your specific situation, ready for us to determine where you are today -where you want to be in the future and exactly what needs to be done to get you there. This is the work I am passionate about.www.360wealthmanagement.comSpecialties: At 360 Wealth Management, we leverage cutting edge technology to produce an outstanding customer experience.
360 Wealth Management, Inc.
View- Website:
- 360wealthmanagement.com
- Employees:
- 1
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Founder And President And Managing Principal360 Wealth Management, Inc.Scottsdale, Az, Us
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Founder/President/Managing Principal360 Wealth Management, Inc. Jul 2005 - PresentScottsdale, Arizona, UsProvide firm leadership, develope strategic direction, head wealth management advisory team, recruit advisors, work directly with clients utilizing a holistic approach to financial plannning.
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OsjGeneos Wealth Management Jul 2003 - Jul 2005OSJ, Registered Representative. Developed, implemented and managed strategic wealth accumulation plans for professionals and family owned businesses. Created business succession plans with a specialization in advising clients on shifting assets from the accumulation phase to the distribution phase for income during an active retirement.
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OsjRound Hill Securities, Inc Feb 1995 - Jul 2003Registered representative. Developed, implemented and managed strategic wealth accumulation plans for professionals and family owned businesses. Created business succession plans with a specialization in advising clients on shifting assets from the accumulation phase to the distribution phase for income during an active retirement.
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Senior Fixed Income SpecialistMclaughlin, Piven, Vogel Securities, Inc. Dec 1992 - Feb 1995Registered representative. Determined income needs at retirement for individuals. Designed and managed porrtfolios consisting of investment grade bonds and Unit Investment Trusts.
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif Skills
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif Education Details
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Northeastern UniversityBusiness Management -
The American College Of Financial ServicesVarious Aspects Of Financial Planning
Frequently Asked Questions about William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif
What company does William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif work for?
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif works for 360 Wealth Management, Inc.
What is William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif's role at the current company?
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif's current role is Founder and President and Managing Principal.
What is William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif's email address?
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif's email address is wi****@****lpl.com
What is William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif's direct phone number?
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif's direct phone number is +148058*****
What schools did William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif attend?
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif attended Northeastern University, The American College Of Financial Services.
What are some of William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif's interests?
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif has interest in Professional Networking, Estate Planning, Real Estate, Accounting, Family And Kids, Leadership Opportunities, Insurance, Investment Management.
What skills is William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif known for?
William H. Wilkinson, Cfp, Chfc, Clu, Casl, Aif has skills like Estate Planning, Financial Advisory, Investment Management, Strategic Planning, Wealth Management, Insurance, Strategy, Wealth, Wealth Accumulation, Retirement, Investments, Management.
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