Bill Hall
TIAA | Retirement Planning and Investment Planning
- Role
- Wealth Advisor at TIAA
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor
Jan 2025 — Present · Portland, OR, US
Education
Metropolitan State University of Denver
Bachelors, Economics
2008 — 2010
The American College
Classes taken for certifications (ongoing), HS 300, HS 311, HS 323
2012 — 2015
Metropolitan State University of Denver
BACHELOR, ECONOMICS
2008 — 2010
Skills
- 401(K) Rollovers
- Succession Planning
- Asset Protection
- Retirement Planning
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Retirement
- Licensed in Long-Term Care Insurance
- Insurance
- Thought Leadership
- Key Person Protection
- Estate Planning
- Investments
- Business Succession Planning
- Legacies
- Wealth Preservation Planning
- Mulit-Generational Planning
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