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Bill Beattie | Financial Advisor

Profile img for Bill Beattie, financial advisor at Cerity Partners
Westfield, NJ
Bill Beattie
Financial Advisor
Partner at
Cerity Partners

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Bill is a Partner in the New Jersey office. He has 25 years of experience in financial services and specializes in assisting affluent individuals and families with customized investment advisory solutions and financial planning strategies including retirement planning, cash flow management, and income tax/estate planning coordination. Bill leverages the firm’s various areas of expertise in coordinating a bespoke team for each client. Prior to joining Cerity Partners, Bill was a Vice President in the Personal Financial Management division of Goldman Sachs, where he provided investment management and comprehensive financial planning services to high-net-worth clients. Bill began his career on the floor of the New York Stock Exchange.
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Specialties and Expertise

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Endowments & Charities
Portfolio Construction
Retirement Income
Sports and Entertainment
Tax Minimization Investment Strategies
Trust Services
Ultra High Net Worth Planning
Wealth Accumulation and Preservation Strategies

Clientele

8
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Individuals
Professional Athletes
Retirees
Ultra High Net Worth Individuals
Wealthy Families

Credentials and Designations

3
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Certified Investment Management Analyst®

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Certified Financial Planner™

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Series 65 - Uniform Investment Adviser Law Exam

Education

2
Yale School of ManagementCertified Investment Management Analyst Program®Year Obtained: 2020
University of DelawareB.S. in Business ManagementYear Obtained: 1996
Quick Facts About Bill
Years of Experience:23 yearsMember since:2025Average Account Size:$3,500,000Number of clients:40

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Financial Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Profile last updated: 05-06-2025