Bill Griffith, Jr., CFP is a Certified Financial Planner practitioner and principal of W.E. Griffith & Associates, LLC, a fee-based wealth management firm in Washington, Pennsylvania.
He holds a Bachelor of Science Degree from the University of Pittsburgh and has completed the College for Financial Planning, Certified Financial Planner Professional Educational Program. The CFP Professional Education Program satisfies the Certified Financial Planner Board of Standards, Inc. (CFP Board) education requirements for the CFP designation. This designation is granted by the CFP Board to those persons who have met its rigorous educational standards, passed the CFP Board Comprehensive Examination, satisfied a work experience requirement, and agreed to abide by the CFP Board Code of Ethics and Professional Responsibility.
Bill has been involved in the area of personal financial planning for over 15 years providing specialized strategies and services for ensuring long-term financial security and independence. He has written numerous articles about various topics relevant to personal finance, retirement and investment planning and is author of the books:
- Securing a Retirement Income for Life: Strategies for Managing, Protecting and Preserving Your Wealth (ISBN 978-0978550608).
- More Money for Retirement Right Now: Unlock the Equity in Your Assets, Create Immediate Income and Live a Richer Life (978-0978550646).
His concentration in his professional career has been in the area of investment planning, retirement planning and portfolio management with the goal of protecting and enhancing retirement assets and estates.
He specializes in the following areas:
Retirement Planning: 401k, Rollovers, IRA, Roth IRA, SIMPLE IRA, SEP
Investment Management
Financial Planning & Wealth Management
Estate Planning
Wealth Building
Investment Services
Life Insurance – Term Insurance and Equity Indexed Universal Life Insurance
Long-Term Care Insurance
He provides financial advice and individual consulting services to individuals, families, professionals, business owners and retirees. He is a member of the Financial Planning Association (FPA) and the Pittsburgh Chapter of the FPA.