As a member of the financial planning team, Will’s primarily role is to support the advisors and specialists with meeting management. After a meeting with a client takes place, Will ensures plans are updated correctly and information from the meeting is captured correctly. Will is currently working to attain his Certified Financial Planner (CFP) designation.
Current role
Financial Planning Associate at Commonwealth Financial Group
Financial Planning Associate II at TCI Wealth Advisors
Senior Financial Planning Associate at TCI Wealth Advisors
Financial Planning Associate at Perigon Wealth Management, LLC
Financial Planning Associate at First Pacific Financial
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