Bill Hunt

Role
Cfp, Cdfa, Clu, Retirement Planning Specialist at Equitable Advisors
Location
Seattle, WA, US
LinkedIn followers
500 followers

About Bill Hunt

I help individuals and families diversify their investments with a heavy emphasis on tax…

Experience

  1. Cfp, Cdfa, Clu, Retirement Planning Specialist

    Equitable Advisors

    Jun 2020 — Present

Skills

  • Education Funding
  • Estate Planning
  • Series 7
  • Investment Advisory
  • Long Term Care Insurance
  • 401k Rollovers
  • 401k
  • Roth Ira
  • College Savings Plans
  • Wealth Accumulation
  • Asset Allocation
  • Wealth Management
  • Retirement
  • Fixed Annuities
  • Retirement Planning
  • Series 63
  • Iras
  • Life Insurance
  • Mutual Funds

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Bill Hunt — Cfp, Cdfa, Clu, Retirement Planning Specialist at Equitable Advisors in Seattle, WA, US | Unifers