William Westfall
Financial Advisor, Implementing Wealth Strategies, Asset Allocation, Estate Considerations, and Retirement Strategies
- Role
- Financial Advisor at Edward Jones
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
About William Westfall
My clients are people who desire and value comprehensive and integrated planning advice in the areas of asset allocations, tax and estate planning in coordination with your tax and legal professionals, business exit strategies, and retirement income strategies. They are people who are very serious about building their net worth in a tax efficient manner, and utilizing their wealth for their personal, familial, and philanthropic dreams.I strive to understand what is important to my clients, because each investor/family is unique in their hope for what they want to accomplish in life. Therefore, I use an established process to develop personalized strategies for each client. Having experience in both finance and leadership development throughout my career (I have a Doctorate degree in Leadership, and I held a CPA license for over 20 years), I believe my experiences work in combination to assist others in the pursuit of their personal development and life goals. Series 7. Series 66. Idaho Resident Life and Variable Insurance License (also licensed in many other States). I am a continuous learner, always pursuing education to better serve my clientele.I am a CFP® professional, and also hold a ChFC® designation. My focus is on more complex situations involving.Retirement planning.Business exit strategies.Asset allocation strategies.Wealth and transfer strategies (estate considerations).Insurances (life, long-term care, disability).Distribution strategies.Tax efficiency strategiesIf you would like to schedule a complimentary consultation, call me at instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Mar 2016 — Present · Boise, ID, US
CFP®. ChFC®, Series 7. Series 66. Idaho Resident Life and Variable Insurance License (also licensed in many other States).My focus is on more complex situations involving.Retirement planning.Asset allocation strategies.Asset protection strategies.Wealth building and transfer strategies.Insurances (life, long-term care, disability).Tax-advantaged investing strategiesIf you would like to schedule a complimentary consultation, call me at 20••••••88.
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science
1988 — 1990
George Fox University
Doctor of Leadership (DLd)
2010 — 2013
Skills
- Financial Services
- Teaching
- Investment Management
- Leadership
- Customer Service
- Strategic Planning
- Pastoral Care
- Investment Advisory
- Leadership Development
- Spiritual Direction
- Fundraising
- Investment Strategies
- Nonprofits
- Financial Strategies
- Training
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.