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Our financial advice team


Bill Pickles Ameriprise Financial Advisor

Bill Pickles

Financial Advisor

Cornerstone Financial Strategies
26
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
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Social Security Retirement Benefits

Interests

  • Bill is married to Jennifer L. Olive, PhD
  • Bill and Jennifer have three daughters: Lauren Teresa, Elena Sue and Clair Elise
  • Bill's family enjoys many outdoor activities, including skiing, hiking and biking

Community participation

Tacoma Rotary #8

Education

  • B.S.B.A. - Finance, University of Florida, 1992

Previous experience

  • Chief Investment Officer & Owner - Cornerstone Financial Strategies, LPL, 2007 - 2018