Bill Beattie

Westfield, NJ

Verified Identity

Partner at

Cerity Partners

Years of Experience

23 years

Number of Clients

Average Client Size

$3,500,000

Member Since

2025

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 inco...

Clientele

Business Owners

Corporate Executives

Entrepreneurs

High Net Worth Individuals

Professional Athletes

Retirees

Ultra High Net Worth Individuals

Wealthy Families

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

Endowments & Charities

Portfolio Construction

Retirement Income

Sports and Entertainment

Tax Minimization Inv...

Trust Services

Ultra High Net Worth Planning

Wealth Accumulation ...

Credentials and Designations

CIMA®

Certified Investment Management Analyst®

Click to learn more

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

Flat FeeAUM

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

Advisor Website

Disclosures and Proof of License

SEC Profile

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