William Bean
Partner at Plante Moran - Specializing in holistic wealth management
- Role
- Partner at Plante Moran
- Location
- Auburn Hills, MI, US
- LinkedIn followers
- 500 followers
About William Bean
I am a Partner with Plante Moran Financial Advisors (PMFA) providing independent and objective wealth management and advisory services to high net worth individuals and families. My passion lies in helping my clients grow, manage, and protect the wealth they have worked so hard to create. I work with a dedicated team of investment professionals who specialize in personal financial planning, comprehensive investment consulting, income tax planning, multi-generational estate planning, life insurance planning, and advanced wealth transfer techniques. At Plante Moran Financial Advisors, we are known for putting our clients’ goals at the forefront of our practice by providing holistic financial guidance that aligns with their unique and individual needs, as well as delivering comprehensive wealth management strategies to optimize our clients\' investments and personal balance sheets.If you would like more information or know of anyone that will benefit from our services, please contact me.You can also visit our website at wealth.plantemoran.com.
Experience
Partner
Jul 2023 — Present
Education
Michigan State University
Bachelor's in Finance - Eli Broad College of Business, Finance
2001 — 2005
Skills
- Tax
- Investments
- High Net Worth Individuals
- Estate Planning
- Strategic Financial Planning
- Wealth Management
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