Qualifications

 

 

 

 

 

 

 

 

 

 

 

William J. Nedza, CFP®

About My Practice:

My goal in working with clients is to help them define and achieve their goals and objectives by working in a "partnership" type relationship. I make recommendations based on what is right for my clients and believe a client should be comfortable with making decisions and in taking the actions recommended. While I have the required knowledge, training, experience and tools to assist my clients, in the end they are responsible for making the decisions.

I specialize in Comprehensive Financial Planning and Investment Advisory Services, with the belief that by addressing all areas of a client's financial situation I can have the greatest positive impact and help clients avoid potential pitfalls. I will, however, work with a client in a specific area of their situation, such as investment planning.

I abide by the strict standards of the Certified Financial Planner Board of Standards as well as the rules/regulations of the insurance commission(s) and all regulatory bodies under which I practice.

In my personal life I enjoy theater, performing arts, travel, music, sports, spending time with family and friends, contributing to charitable causes, and I am an avid cyclist.

 

Experience:

I have been in the financial industry since 1985 and have extensive knowledge in many areas of business. My education included concentrated training in management and entrepreneurship, which is valuable when working with businesses. My extensive certifications, education, and training allow me to work with many different clients.

Services Provided:

  • Comprehensive Financial Planning
  • Investment Advisory Services
  • Insurance Planning
  • Elder and Long Term Care Planning
  • Estate Planning
  • Retirement Planning
  • Employee Benefits and Qualified Retirement Planning

Insurance Licenses:

  • Life, Health, Disability, Long-Term Care, Fixed/Index Annuity

Other Licenses and Designations:

  • FINRA Series 3, 4, 7, 24, 53, 55, 63, 65 
  • CERTIFIED FINANCIAL PLANNERTM certification 

Education:  

  • Bachelors of Science - College of Commerce, DePaul University

Compensation:

  • Fee for Financial Planning (Flat, Hourly, and/or Retainer)
  • Fee based on percentage of Assets Under Management
  • I receive no compensation from other professionals for referrals

Additional Information:

  • To maintain my license(s) and / or designation(s), I am required to earn a minimum of 30 continuing education credits every year.
  • I will provide prospective clients with references.
  • I will provide a free initial consultation to prospective