William French
Manager of Investments and Financial Planning at BluePoint Financial, LLC
- Role
- Manager of Investments and Financial Planning at Bluepoint Financial, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About William French
Helping people build confidence in their financial future is what drives me. I’m passionate about financial planning because it allows me to make a meaningful impact in people’s lives—helping them turn complex financial decisions into clear, actionable strategies. I enjoy working with individuals and families to organize their financial picture, plan for long-term goals, and create a path toward lasting financial security. Whether it’s retirement planning, investment strategy, or navigating major life transitions, I believe thoughtful planning can empower people to live with greater clarity and peace of mind. My goal is simple: help people make smarter financial decisions today so they can enjoy greater freedom tomorrow.
Experience
Manager of Investments and Financial Planning
Jan 2025 — Present
Support lead advisors in delivering comprehensive financial planning services to individuals and families.• Prepare and analyze financial plans covering retirement planning, investment strategies, tax considerations, insurance planning, and estate planning.• Lead and participate in client meetings by presenting planning recommendations and helping clients understand complex financial topics.• Build and maintain detailed financial models to project long-term outcomes and evaluate planning strategies.• Monitor client portfolios and assist in implementing investment recommendations aligned with clients’ goals and risk tolerance.• Maintain ongoing client relationships through regular communication, progress updates, and proactive planning reviews.• Conduct research on financial planning strategies, market trends, and investment opportunities to support client recommendations.• Collaborate with advisory team members to develop customized planning solutions and enhance the overall client experience.• Assist with onboarding new clients by gathering financial data, organizing documentation, and ensuring accurate account setup.• Ensure compliance with regulatory standards and firm policies while maintaining accurate client records and documentation.
Education
Virginia Tech
Bachelor of Science - BS, Finance; CFP® Certification Education Option
2017
Ridgewood High School
Diploma
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