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William Cfs

William Platt is a seasoned professional with a strong background in finance and coaching. He holds the prestigious certifications of CFP (Certified Financial Planner) and CFS (Certified Fund Specialist). William pursued his higher education at William & Mary, enriching his knowledge and skills.

Throughout his career, William has held various key positions, showcasing his multifaceted talents. Currently, he serves as the Managing Partner at Momentum Advisors, where his expertise in financial planning and investment strategies shines. Prior to this role, William made a significant impact as a Defensive Secondary Coach at St. Anthony's High School, demonstrating his leadership and mentorship abilities.

William's entrepreneurial spirit led him to establish and manage several ventures, including Pt Wealth Management and Career Cheat Code. His roles as the Owner at these companies reflect his strategic vision and business acumen. Additionally, William's experience as a Financial Planner and Investment Specialist at Fifth Avenue Financial and Cowan Financial Group further solidify his reputation as a seasoned financial professional.

William Platt's diverse background encompasses finance, coaching, entrepreneurship, and strategic planning, making him a well-rounded individual with a wealth of experience to offer.

William Cfs
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Location

New York, New York