William Stanert, CFP®
CERTIFIED FINANCIAL PLANNER™
Bill works with clients to help them achieve their life goals. When it comes to important investment and planning decisions, do you want to go it alone or have an experienced investment professional help?
As detailed in our webpage, “The Value of an Advisor at Moondance” we help our clients with planning and strategizing to achieve a comfortable retirement, educating their children, and making sound decisions regarding their investments.
The majority of Bill’s career prior to opening Moondance Investment Advisors LLC was at major investment firms as a Financial Advisor – First V.P. Investments.
For new clients, our firm accepts clients, families and affinity groups with investable assets in excess of $1,000,000, although there is no set minimum.
Bill’s clientele has included business owners and Fortune 500 executives, physicians, attorneys and multi-generational families as well as churches, foundations and retirement plans.
William was featured on WCAU TV, channel 10 news, "Live at Five", in an interview discussing market volatility.
He is available for public speaking engagements as well as interviews.
EDUCATION & TRAINING:
CERTIFIED FINANCIAL PLANNER™
BBA, Temple University.
Financial Planning Certificate: Bryant University - Boston Institute of Finance.
Advanced IRA Training.
PERSONAL & COMMUNITY:
- Past President & Director Bucks County Estate Planning Council.
- Past member Montgomery County Estate Planning Council.
- Doylestown Lodge 245.
- Married to wife Shaun since 1986.
- Participant in the American Cancer Society’s Charity Bike-athon from Philadelphia to Atlantic City, NJ.
- Member of the Appalachian Mountain Club. Has hiked the Presidential Range Traverse as well many miles on the Appalachian Trail from Virginia to New Hampshire.
- Eagle Scout.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.