Bill Porter has been actively assisting clients for over 45 years. He is a former instructor for Estate Planning and Taxation, has conducted hundreds of financial planning workshops, and recently co-authored the book, 24 Investment Strategies. Bill has an extensive educational background in financial planning:
Bachelor of ScienceUniversity of Maryland
Master’s of EducationNational Louis University, Chicago
Chartered Financial ConsultantChartered Life UnderwriterAdvanced Estate Planning CertificateAdvanced Pension Planning CertificateAmerican College, Bryn Marr, PA
Doctor of EducationThe George Washington University
Bill passed his Series 7 and Series 65 securities exam. Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship.