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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 help fulfill the mission of growing, monitoring 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 extensively 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.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. KB Financial Partners, LLC is independently owned and operated. Investment Advisory Services Offered Through KB Financial Partners, LLC which is independently owned and operated.

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Princeton, NJ

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


    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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