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Our financial advice team


William Fox

William Fox

CFP®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Acerra, Fox & Associates
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Interests

Traveling with my wife

Playing Golf

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • B.S., Engineering Mechanics, United States Air Force Academy, 1973

Professional associations

  • San Antonio Estate Planners Council