Bill Stade

Bill Stade began their work experience in 1991 as an Engineer at Westinghouse, where they worked until 1994. In 1994, they joined Capitol Securities Management as the Managing Director-Retirement Services. In this role, they provided retirement and financial planning assistance to 250 individual and corporate clients. Additionally, they were responsible for 401(k) consulting for the institutional group at the company.

Bill Stade attended Lehigh University from 1987 to 1991, where they earned their Bachelor of Science degree in Mechanical Engineering. In 2005 to 2006, they enrolled in the College of Financial Planning's CFP Certification Education Program, focusing on Financial Planning.