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FISCALIS LEADERSHIP

William Cuthbertson began his career in the financial planning profession in 1999, founding Fiscalis Advisory in 2003 after working with, and studying under some of the most qualified CERTIFIED FINANCIAL PLANNER professionals in the country.

WCCAfter earning an honors MBA from the George Herbert Walker School of Business & Technology of Webster University, Mr. Cuthbertson received his graduate certificate in personal financial planning from the University of California, Irvine. Shortly thereafter, he completed CFP Board's comprehensive qualification process, and earned the right to use the CFP® marks as a board certified financial planner. As a tax specialist, he has also been admitted to practice before the IRS, and State taxing authorities as an Enrolled Agent.

In addition to these marks of distinction, Mr. Cuthbertson is also a NAPFA-Registered Financial Advisor, a Registered Life Planner®, with Kinder Institute, and a member of the Alliance of Comprehensive Planners.

A dedicated member of the financial planning profession, Mr. Cuthbertson has served as a Board Director for the nationally based Alliance of Comprehensive Planners, and is a former Board Chairman, and President of the Financial Planning Association of Orange County. He frequently speaks on personal finance for the popular Financial Empowerment & Estate Literacy created It's Your Money, and It's Your Estate, seminar series.

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Financial Guidance for Life

 

 

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