Bill Conklin is a seasoned financial planner with a passion for helping individuals and families achieve their financial goals. With over 25 years of experience in the financial industry, he has developed a deep understanding of the complexities of personal finance and investment strategies.

Bill graduated from WIlliam Paterson University and obtained his CFP designation from Farleigh Dickenson University and is constantly keeping up with the ever-changing landscape of the investment world by attending continuing education classes and investment symposium’s.

Bill’s expertise lies in providing personalized financial advice and creating comprehensive financial plans tailored to his clients’ unique needs and aspirations. He believes in building long-term relationships with his clients, ensuring that he fully understands their financial objectives, risk tolerance, time horizons as well as tax efficiency.

Outside of his professional life, Bill is actively involved in his community, by coaching youth Soccer, Basketball and Baseball. He sits on the open space committee in the town of Ringwood, NJ and the county committee. He enjoys spending time with his wife, Amy, two children Connor and Madison and husky-pit mix Peanut, attending concerts, sporting events, and traveling throughout the US..