William B. Herbert

Financial Planner | Golfer | Surfer | Snowboarder | Music Producer

Role
Financial Advisor at Balanced Wealth Management
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About William B. Herbert

We help people make smart financial decisions, without the noise. At the end of…

Experience

  1. Financial Advisor

    Balanced Wealth Management

    Jan 2025 — Present · East Greenwich, RI, US

Education

  • University of the Western Cape/Universiteit van Wes-Kaapland

    Anthropology

  • Trinity College-Hartford

    Bachelor's degree

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William B. Herbert — Financial Advisor at Balanced Wealth Management in Boston, MA, US | Unifers