Billy Cardwell Email & Phone Number
President @ Aurora Financial Strategies
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Billy Cardwell Location
- Kokomo, IN, US
Billy Cardwell Work
- 2016 -now President @
- 2020 -now Founding Partner @ BCGM Wealth Management LLC
- 2011 -2016 Planning Department Director @
- 2008 -2016 Financial Planner @
- 2008 -2016 Certified Financial Planner and Financial Adviser @
- 2004 -2007 Summer Intern @
Billy Cardwell Education
- The American College of Financial Services
Chartered Financial Consultant (Financial Planning and Services)
2009-2013 - Manchester University
Bachelor of Science (B.S.) (Finance and Financial Management Services)
2004-2008
Billy Cardwell Skills
- 401(k) Retirement Savings Plans
- Asset Management
- Risk Management
- Communication
- Asset Allocation
- 401k
- Portfolio Management
- Business Planning
- Financial Statements
- Independent Financial Advice
- Estate Planning
- Strategic Financial Planning
- Income Tax
- Networking
- Investments
- Financial Planning
- Retirement Planning
- Management
- Life Insurance
- Financial Advisory
- 401k Retirement Savings Plans
- Finance
- Sales
- Healthcare
- Microsoft Excel
- Financial Reporting
- Project Planning
- 401 Retirement Savings Plans
Billy Cardwell Summary
- Billy Cardwell, based in Kokomo, IN, US, is currently a President at Aurora Financial Strategies. Billy Cardwell brings experience from previous roles at BCGM Wealth Management LLC, Creative Financial Designs and CFD Investments. Billy Cardwell holds a 2009 - 2013 Chartered Financial Consultant in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Management, Risk Management, Communication, Asset Allocation and more. Billy Cardwell has 2 emails and 7 mobile phone numbers on RocketReach.
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