William Griffith
Financial Advisor @Central Valley Strategic Wealth Management & Insurance Services
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Central Valley Strategic Wealth Management & Insurance Services
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
California State University, Fresno
Bachelors of Science - Business Administration, Finance, General
The American College of Financial Services
Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, Finance & Insurance
Fi360
Accredited Investment Fiduciary (AIF), Asset Allocation & Investment Advising
SKILLS
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.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.