Will King Email & Phone Number
Founder and CERTIFIED FINANCIAL PLANNER™ @ King Wealth Partners
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Will King Location
- Charlotte, NC, US
Will King Work
- 2016 - now Founder and CERTIFIED FINANCIAL PLANNER™ @
- 2016 - 2020 CERTIFIED FINANCIAL PLANNER™ and Partners with Blackbridge Financial @
- 2013 - 2016 CERTIFIED FINANCIAL PLANNER™ @
- 2013 - 2013 Financial Advisor @
- 2012 - 2012 Intern @ Elliott Davis Investment Advisors, LLC
- 2011 - 2012 Intern @
Will King Education
- The American College of Financial Services
CERTIFIED FINANCIAL PLANNER™ (CFP®) (Comprehensive Financial Planning)
2014 - 2015 - Institute of Business & Finance
CFS® – Certified Fund Specialist® (Investment Portfolio Construction)
2014 - 2015 - Furman University
Bachelor of Arts (BA) (Business Administration)
- Bloomberg Essentials Certification
Furman University
Will King Skills
- CERTIFIED FINANCIAL PLANNER™
- Certified Fund Specialist®
- Roth IRA
- Retirement Planning Strategies
- Wealth Management
- Financial Planning Strategies
- Employee Benefits Review
- Investments
- IRAs
- Life Insurance
- Disability Insurance
- Estate Planning Strategies
- Leadership
- Financial Strategy
- Bloomberg
- Hard Working
- Financial Services
- Certified Fund Specialist
- Marketing
- Certified Financial Planner
- Long Term Care Insurance
- Personal Needs Analysis
- Business Minded
- Services
Will King Summary
- Will King, based in Charlotte, NC, US, is currently a Founder and CERTIFIED FINANCIAL PLANNER™ at King Wealth Partners. Will King brings experience from previous roles at Blackbridge Financial , Navigon Financial Group, THE TEAGUE GROUP LLC and Elliott Davis Investment Advisors, LLC. Will King holds a 2014 - 2015 CERTIFIED FINANCIAL PLANNER™ (CFP®) in Comprehensive Financial Planning @ The American College of Financial Services. With a robust skill set that includes CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist®, Roth IRA, Retirement Planning Strategies, Wealth Management and more. Will King has 1 emails and 1 mobile phone numbers on RocketReach.
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Will King
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Charlotte, NC, US
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