Will King
CERTIFIED FINANCIAL PLANNER™
- Role
- Founder & Certified Financial Plannertm at King Wealth Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Will King
Learn everything you can, anytime you can, from anyone you can - there will always come…
Experience
Founder & Certified Financial Plannertm
Mar 2016 — Present · Charlotte, NC, US
At King Wealth Partners, we believe in financial education. You’ll see it in action when you partner with us. KWP is a holistic financial services firm where our advisors specialize in retirement & college planning, investment management, estate & risk management, and financial coaching for individuals, families, and business owners. Our mission is to make the financial world understandable and accessible for individuals and families, so that they become empowered to plan for their futures. There are no proprietary products, sales quotas, or minimum investment requirements in working with us - Simply the motivation and desire to work towards your lifelong goals, and trust to allow us to help are needed. As you think about your future - I welcome the opportunity to become a resource for you, and look forward to learning how we could partner together for the long haul.* Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through King Wealth Partners, a registered investment advisor and separate from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit
Education
Institute of Business & Finance
CFS® – Certified Fund Specialist®, Investment Portfolio Construction
2014 — 2015
The American College of Financial Services
CERTIFIED FINANCIAL PLANNER™ (CFP®), Comprehensive Financial Planning
2014 — 2015
Bloomberg Essentials Certification
Furman University
Furman University
Bachelor of Arts (BA), Business Administration
Skills
- Certified Financial Planner™
- Estate Planning Strategies
- Wealth Management
- Retirement Planning Strategies
- Roth Ira
- Financial Planning Strategies
- Employee Benefits Review
- Investments
- Life Insurance
- Iras
- Certified Fund Specialist®
- Disability Insurance
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.