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As co-founder of KB Financial, Bill 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.

As a senior director of KB Financial, Bill is responsible for the retirement plan division of the company. Bill, a CFP®, CLU, ChFC, and CPFA, brings his independent, client-centered approach to fulfill the mission of growing, protecting and preserving the financial wellness of clients and their employees.

With over 40 years of experience advising entrepreneurs on the design and implementation of retirement plans, Bill has published articles and lectured worldwide on effective wealth accumulation and preservation strategies.

Bill is an avid bike rider, sporting clays and skeet shooting instructor and competitor and sport fishermen. He enjoys spending time with his wife and two grown children at their homes in New Jersey and Martha’s Vineyard.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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    KB Financial Partners LLC - Broker Dealer Disclosure

    Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

    For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to

    Check the background of these firms and investment professionals on FINRA’s BrokerCheck

    Click here for important Disclosures

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