CFS® – Certified Fund Specialist® (Investment Portfolio Construction)
2014 - 2015
Furman University
Bachelor of Arts (BA) (Business Administration)
Bloomberg Essentials Certification
Furman University
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
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.
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