Skip to main content

Our financial advice team


William Amesbury

William Amesbury

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Inspire Confidence Group
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Cash Flow Management Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments

Interests

* Spending time with my family & friends

* I enjoy watching sports and attending games- particularly Penn State football, New York Yankees, Pittsburgh Steelers & Philadelphia 76ers. I am a season ticket holder for Penn State football.

* My favorite hobby is playing golf. Tiger Woods is my all-time favorite golfer.

* I also enjoy listening to music, attending concerts and traveling.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S., Finance, Penn State University, State College, PA
Newsletter

to receive my newsletters and other financial and market information

Community participation

* Participated in THON each year at Penn State University which has a purpose of raising money and providing emotional support to children and families in order to combat pediatric cancer.