William Griffith

About William Griffith

CA License #05•••91Providing valuable solutions and education in today\'s complex financial environment. I share forward-thinking development and industry best business practices to help you with your financial objectives.Insurance products issued by Principal National Life Insurance Co.(except in NY), Principal Life Insurance Co, Securities and Advisory Products offered through Principal Securities, Inc, member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group, Des Moines, IA 50392. Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.Central Valley Strategic Wealth Management is not an affiliate of the Principal Financial skills list below does not imply licensure, training, or the ability to solicit products or services.

Experience

1. Financial Advisor

   Central Valley Strategic Wealth Management & Insurance Services

   Dec 1986 — Present · Fresno, CA, US

   Securities Licenses held: Series 4, 7, 24, 51, 63, 65

Education

• The American College of Financial Services

  RICP - Retirement Income Certified Professional, Retirement Income sources and coordination

  2015 — 2016

• California State University, Fresno

  Bachelors of Science - Business Administration, Finance, General

  1973 — 1977

• The American College of Financial Services

  Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, Finance & Insurance

  1983 — 1986

• Fi360

  Accredited Investment Fiduciary (AIF), Asset Allocation & Investment Advising

  2016 — 2016

Skills

• Retirement Plans & Planning
• Estate Planning Strategies
• Business Succession Planning & Funding
• Estate Liquidity Planning
• Executive Benefits
• Deferred Compensation Plans
• Executive Benefit Strategies
• Retirement Planning
• Business Continuation
• 401(K), 403(B), Sep & Simple Iras, 529 Plans
• Asset Allocation Analysis
• Asset Allocation