William H. Bunch II CFP®, Certified Financial Planner™ Professional
I am an innovative advisor who's strategy is built on education and mutual understanding with my clients. I look forward to building long-term relationships and am particularly skilled with multi-generational and tax planning. I have over 7 years of experience as an Investment Adviser.
I am a Certified Financial PlannerTM Practitioner, ID 273709. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct. As a CFP® professional, I look forward to delivering holistic and nuanced advice.
I have a Bachelors in Business Administration, Finance Concentration and Psychology Minor from the University of North Carolina at Wilmington. I graduated Magna Cum Laude in 2016.