Bill Porter CLU, ChFC, Ed.D

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 Science
University of Maryland

Master’s of Education
National Louis University, Chicago

Chartered Financial Consultant
Chartered Life Underwriter
Advanced Estate Planning Certificate
Advanced Pension Planning Certificate
American College, Bryn Marr, PA

Doctor of Education
The 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.