About Us - Financial Planner Pittsburgh
Bill Griffith, Jr., CFP® - Certified Financial Planner Pittsburgh provides personal financial planning, investment planning, retirement planning and portfolio management services.
Bill is a
lifelong resident of Pittsburgh, Pennsylvania. He holds a Bachelor of
Science Degree from the University of Pittsburgh and he has completed
the College for Financial Planning, Certified Financial Planner
Professional Educational Program. The CFP Professional Education
Program satisfies the Certified Financial Planner Board of Standards,
Inc. (CFP Board) education requirements for the CFP designation. This
designation is granted by the CFP Board to those persons who have met
its rigorous educational standards, passed the CFP Board Comprehensive
Examination, satisfied a work experience requirement, and agreed to
abide by the CFP Board Code of Ethics and Professional Responsibility.
Bill has been involved in the area of personal financial planning for over 15 years providing specialized strategies and services for ensuring long-term financial security and independence, increasing the magnitude and longevity of a client’s wealth.
He has written numerous articles about various topics relevant to personal finance, retirement and investment planning and is author of the best selling retirement planning book, Securing a Retirement Income for Life.
His concentration in his professional career has been in the area of investment planning, retirement planning and portfolio management with the goal of protecting and enhancing retirement assets and estates.
Bill is a
Certified Financial Planner practitioner. He is a member of the
Financial Planning Association (FPA) and the Pittsburgh Chapter of the
FPA.
Pamela M. Griffith
Pam is
responsible for all administrative tasks as the firm's client service
manager.
She supports the advisors with back office procedures including regulatory and compliance matters and is responsible for various operational tasks, such as opening accounts and monitoring transfers.
Pam also handles our concierge
services.
Associates
The firm's strategy for providing many services is to enter
into
alliances with established service firms to seamlessly provide clients
with the highest level of service and technical expertise in the
management and preservation of wealth. This provides the firm with the
ability to offer customized solutions – and the flexibility to keep
clients on track as goals and circumstances evolve. Taking
responsibility for providing and/or supervising all aspects of a
client’s financial planning needs enables the firm to provide its
clients with cost effective, 'one stop' hassle-free personal financial
planning and management.
