William Griffith Email & Phone Number
Financial Advisor @ Central Valley Strategic Wealth Management & Insurance Services
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William Griffith Location
- Fresno, CA, US
William Griffith Work
- 1986 -now Financial Advisor @
- 1986 -2013 Regional Managing Director and Financial Advisor @
William Griffith Education
- fi360
Accredited Investment Fiduciary (AIF) (Asset Allocation & Investment Advising)
2016-2016 - The American College of Financial Services
RICP - Retirement Income Certified Professional (Retirement Income sources and coordination)
2015-2016 - The American College of Financial Services
Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations (Finance & Insurance)
1983-1986 - California State University, Fresno
Bachelors of Science - Business Administration (Finance, General)
1973-1977
William Griffith Skills
- Business Succession Planning and Funding
- Executive Benefit Strategies
- Deferred Compensation Plans
- Sep and Simple Iras
- Retirement Plans and Planning
- Business Continuation
- Estate Liquidity Planning
- Executive Benefits
- 401k
- Retirement Planning
- Estate Planning Strategies
- Asset Allocation
- Asset Allocation Analysis
- Insurance
- 403b
- 529 Plans
William Griffith Summary
- William Griffith, based in Fresno, CA, US, is currently a Financial Advisor at Central Valley Strategic Wealth Management & Insurance Services. William Griffith brings experience from previous roles at Principal Financial Group. William Griffith holds a 2016 - 2016 Accredited Investment Fiduciary (AIF) in Asset Allocation & Investment Advising @ fi360. With a robust skill set that includes Business Succession Planning and Funding, Executive Benefit Strategies, Deferred Compensation Plans, Sep and Simple Iras, Retirement Plans and Planning and more.
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Top Central Valley Strategic Wealth Management & Insurance Services Employees
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