Bill co-founded KB Financial, LLC. He has long believed that financial advice must be independent and client-focused. He sees financial products as solutions to enhance a client’s financial
wellness, not a product to be sold by an institution.
Bill, a CFP®, CLU, ChFC, and CPFA, brings his independent, client-centered approach to help fulfill the mission of growing, monitoring and preserving the financial wellness of clients and their employees.
With over 40 years of experience advising business owners on the design and implementation of retirement plans, Bill has published articles and lectured extensively on effective wealth
accumulation and preservation strategies.
Bill is an avid tennis player, sporting clays and skeet shooting instructor and competitor and sport fishermen. He enjoys spending time with his wife, two grown children and three grandchildren at their homes in New Jersey and Martha’s Vineyard.