Bill Ralston
Director of Corporate Retirement Planning Services, Investment Advisor Representative @Kentucky Planning Partners
Louisville, KY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2012 — Present
Director of Corporate Retirement Planning Services, Investment Advisor Representative @Kentucky Planning Partners
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Bill works with families and corporate clients on needs and goal-based financial planning. When needs and goals are indentified, Bill recommends investment and risk-management strategies to most efficiently address each client\'s unique situation.
EDUCATION
N/A
Trinity High School
Diploma
2005 — 2007
The American College of Financial Services
CFP Certification Curriculum Certificate, CFP Certification Curriculum
1993 — 1996
Bellarmine University
B.A., Economics
SKILLS
Investment StrategiesEstate PlanningFinancial ServicesFinraRetirement PlanningPortfolio ManagementSecuritiesInsuranceFinancial AnalysisInvestment AdvisoryFixed AnnuitiesLife InsuranceFinancial AdvisorySeries 63Finance401kWealth ManagementInvestmentsFinancial PlanningSeries 7RetirementMutual Funds
ABOUT BILL RALSTON
Bill Ralston helps families who save pursue their goals. This is done through a process…
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