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William
On Blogger since: February 2009
Profile views: 310

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About me

GenderMale
IndustryBanking
OccupationFinancial Planner
LocationBaltimore, Maryland
IntroductionI am a Certified Financial Planner (TM) and want to share my thoughts on financial planning topics. I hope you enjoy reading my thoughts on what I consider to be important financial planning topics. Send me an email if you would like for me to cover a particular topic. If you care to know a little more about me: I have testified before both the Maryland Senate and the Maryland House. For the Maryland Senate, I testified on estate tax legislation and the need to increase it to the level currently in place at the Federal level. In the House, I testified on the benefit of automatic enrollment in the state 401(k) plan to encourage lower income earners to save for the future. I have spoken at national Financial Planning Conferences on financial planning software and the impact it can have on illustrating effective financial planning solutions.
InterestsReading, spending time with my wife and kids, catching up with friends and family.
Favorite booksD-Day, Poor Charlie's Almanack, Against the Gods: The Remarkable Story of Risk, Franklin and Winston: An Intimate Portrait of an Epic Friendship
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