LEADERSHIP and GUIDANCE
WILLIAM CUTHBERTSON began his career in the financial planning profession in 1999, founding Fiscalis Advisory in 2003.
After earning an honors MBA from the George Herbert Walker School of Business & Technology at 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 is also a leader. He has served as a Board Director for the nationally based Alliance of Comprehensive Planners (ACP), and is a former Board Secretary, Chairman, and President of the Financial Planning Association of Orange County. He currently serves ACP as its Technology Committee Chair.
In addition to these activities, Mr. Cuthbertson works to educate the public by participating as a topic expert in taxation, financial planning, and investing for the popular Financial Empowerment & Estate Literacy created It’s Your Money, and It’s Your Estate, seminar series.