Bill is a past President of the New Jersey Chapter of the Financial Planning Association. He has received the FPANJ's Distinguished Service Award, and the National FPA's Heart of Financial Planning Award. He is a past President of the Estate and Financial Planning Council of Central New Jersey. He is also an avid educator, often speaking to groups on Elder Care issues.

Bill is active in civic affairs; serving as a trustee and past treasurer of the Toms River Student Loan Fund, a trustee and past chairman of the Eastern Monmouth Area Chamber of Commerce Educational Foundation and as a trustee of the Avon-by-the-Sea Library. 

In addition to the continuing education course requirements for the Certified Financial Planner's license, Bill is taking courses to expand his knowledge in healthcare and elder care issues.


Certified Financial Planner (CFP®)


Certificate in Philanthropic and Fundraising Administration, New York University, New York, NY.
Certificate in Financial Planning, College of Financial Planning, Certified Financial Planning Board of Standards, Inc.
M.B.A. in Management, Fairleigh Dickinson University, Teaneck, New Jersey.
B.S. in Engineering Technology, Fairleigh Dickinson University, Teaneck, New Jersey.