Bill Weston is a CERTIFIED FINANCIAL PLANNER™ professional who joined WPWealth in 2017 and holds his Series 66 as an Investment Advisor Representative along with his Group 1, Texas Department of Insurance License. Bill previously worked with a large institutional custodian as a planning and guidance consultant in their retirement plans and financial services division. His extensive knowledge of financial, tax and estate planning, investments, retirement, insurance, and employer sponsored retirement plans is an asset to WPWealth’s clients.
Bill graduated from The University of Texas at Austin with a B.A. in Economics and obtained his CFP® certification from Florida State University. Outside of work, Bill resides in the Fort Worth area with his wife and two kids.