William Kaiser

William Kaiser

CFP®

Phone: 610-444-5061
Fax: 610-444-5061
E-mail:
 
OFFICE: 808 Creek Road
               Kennett Square, PA  19348
 
Bill began his career in financial planning in 1985 when he was the first person hired in the Wilmington, Delaware office of American Express Financial Advisors (formerly IDS). During his 16 years there he helped build the office to 60 advisors and built a top ten District as District Manager. In 1991 Bill was recognized as a Premier Performer, an award given to 25 people across all business units of American Express, Inc.
 

Bill’s practice is specialized in financial, estate and business planning, helping individuals and businesses develop strategies to plan for education, retirement, and facilitating transfer of assets between generations.  Bill earned his Certified Financial Planner certification from the College of Financial Planning in Denver, CO in 1988 and he is currently a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

 
Bill and his wife Christa, have one daughter Carey.  They live in Kennett Square, PA.