Bill earned an MBA in finance from The Wharton School of the University of Pennsylvania after earning a BSE in electrical engineering from Tulane University.  

He is an active member of the Financial Planning Association (FPA), and he became a CFP® Professional (CFP®) in 1993.

Prior to founding Third Millennium Advisors, Inc., Bill worked with a national firm as a Registered Representative, Investment Advisory Associate, and licensed life and health insurance agent.  There he earned NASD licenses series 7, 24, 63, and 65.  Bill retains his license for life, health, and long term care (LTC) insurance.

Prior to working in the finance industry, Bill worked as a management technology consultant with clients, including large financial institutions.

 

CFP   


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.