Will King Email & Phone Number

Founder and CERTIFIED FINANCIAL PLANNER™ @ King Wealth Partners

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Will King Location

Charlotte, NC, US

Will King Work

2016 - now Founder and CERTIFIED FINANCIAL PLANNER™ @ King Wealth Partners
2016 - 2020 CERTIFIED FINANCIAL PLANNER™ and Partners with Blackbridge Financial @ Blackbridge Financial
2013 - 2016 CERTIFIED FINANCIAL PLANNER™ @ Navigon Financial Group
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2013 - 2013 Financial Advisor @ THE TEAGUE GROUP LLC
2012 - 2012 Intern @ FinTrust Capital Advisors, LLC
2011 - 2012 Intern @ Northwestern Mutual

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Will King Education

The American College of Financial Services
CERTIFIED FINANCIAL PLANNER™ (CFP®) (Comprehensive Financial Planning)
2014 - 2015
Institute of Business & Finance
CFS® – Certified Fund Specialist® (Investment Portfolio Construction)
2014 - 2015
Furman University
Bachelor of Arts (BA) (Business Administration)

Bloomberg Essentials Certification
Furman University

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Will King Skills

CERTIFIED FINANCIAL PLANNER™
Certified Fund Specialist®
Roth IRA

Retirement Planning Strategies
Wealth Management
Financial Planning Strategies
Employee Benefits Review
Investments
IRAs
Life Insurance

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Will King Summary

Will King, based in Charlotte, NC, US, is currently a Founder and CERTIFIED FINANCIAL PLANNER™ at King Wealth Partners. Will King brings experience from previous roles at Blackbridge Financial , Navigon Financial Group, THE TEAGUE GROUP LLC and Elliott Davis Investment Advisors, LLC. Will King holds a 2014 - 2015 CERTIFIED FINANCIAL PLANNER™ (CFP®) in Comprehensive Financial Planning @ The American College of Financial Services. With a robust skill set that includes CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist®, Roth IRA, Retirement Planning Strategies, Wealth Management and more. Will King has 1 emails and 1 mobile phone numbers on RocketReach.

Will King Emails

Found 1 emails

@kingwealthpartners.com

Will King Phone Numbers

Found 1 phone numbers

803242XXXX

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