EXPERTISE
William Schaffler started his career with JPJ Investments in 1998 and also brings experience from Fidelity Investment and TD Waterhouse. As a CERTIFIED FINANCIAL PLANNER™ professional, he specializes in financial planning, retirement planning, income strategies and risk management.
Will brings to the team the belief that trust, communication and superior customer service are the foundation of a successful wealth services team. His broad range of experience allows him the vision and perspective to see the big picture from many different financial angles.
BACKGROUND
Will graduated with a Bachelor of Science in Business Administration from Centenary College of Louisiana.
He holds his SIE, Series 7 & 66, Life and Health insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER™ Professional®.
COMMUNITY INVOLVEMENT
He currently lives in Dallas with his wife Shannon and his children Quin and Ella Kate.
Will is an avid runner. In his free time he enjoys spending time with his family, friends and playing soccer.