Bill Beattie
Partner at
Cerity Partners
Years of Experience
23 years
Number of Clients
40
Average Client Size
$3,500,000
Member Since
2025
Allow Me to Introduce Myself
Clientele
Bill works with High Net Worth individuals delivering comprehensive financial planning and coordinating day to day client needs.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Investment Management Analyst®
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Certified Financial Planner™
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
Education
Yale School of Management
Certified Investment Management Analyst Program®
Obtained in 2020
University of Delaware
B.S. in Business Management
Obtained in 1996
Advisor Links
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