Skip to main content
(919) 929-4103 info@mazefp.com
  •  

Client Login

Maze Financial Planning, LLC

Maze Financial Planning, LLC

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
    • Privacy Policy
    • Form ADV
  • BAM Alliance
  • Our Services 
    • Wealth Management
    • Retirement Planning
    • Portfolio Management
    • Risk Management
    • Legacy and Estate Planning
    • Charitable Giving
  • Resources 
    • Video Library
    • Useful Websites
    • The Research
    • Recommended Books
    • Financial Calculators
  • Articles
  • FAQ's
  • Contact

    You are here

  1. Home
  2. President

President

Photo of team member
William H. Bunch II, CFP®
Certified Financial Planner™ Professional
President
E-mail: 
WBunch@MazeFP.com

Bachelors in Business Administration, Finance Concentration and Psychology Minor from the University of North Carolina at Wilmington. Graduated Magna Cum Laude.

I am an innovative advisor who's strategy is built on education and mutual understanding with my clients. As a younger advisor, I am invested in my clients future. I look forward to building long-term relationships and am particularly skilled with multi-generational planning.

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.

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclaimer

Contact info

  •   102 Market Street Suite 201, Chapel Hill, North Carolina 27516
  •   (919) 929-4103
  •   info@mazefp.com

© 2022 Maze Financial Planning, LLC. All rights reserved.

Website Design For Financial Services Professionals