financial advisor with the davis schaffler group at baird@ Baird
Dallas, Texas, United States
William Schaffler, CFP®
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Centenary College of Louisiana
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FlashIntel GPTWilliam Schaffler, CFP(r), is a CERTIFIED FINANCIAL PLANNER professional with 22.8 years of experience. He specializes in financial planning, retirement planning, income strategies, and risk management. He has worked at Baird, Citi, Chase, TD, and TD in various financial advisory roles. His expertise lies in providing the highest standard of care through all phases of life. William Schaffler, CFP(r), is based in the United States.
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About
As a CERTIFIED FINANCIAL PLANNER professional I specialize in financial planning, retirement planning, income strategies and risk management while providing the highest standard of care through all phases of life
Work Experience
Financial Advisor | Certified Financial Planner
financial advisor with the davis schaffler group at baird
Financial Services
William Schaffler, CFP®'s Professional Milestones
- Financial Advisor (2006-01-01~2012-01-01): Achieved consistent customer satisfaction through personalized financial solutions.
- Investment Representative (2001-01-01~2002-01-01): Successfully represented clients in investment decisions, exceeding investment targets and achieving financial returns.
Education
Business Administration Emphasis In Finance
1996-2000Certification
Colleagues
Diane Kelly
Leadership Development Professional | Mother | Coach | Business Owner
John Mascarich
Managing Director
Andy McKay
Managing Director | Business Owner Solutions
Elizabeth Egan Thompson
Business Owner Solutions Associate
Admir S. Lugonjic, CFP®, MBA
financial advisor | business owner
Other Named William Schaffler, CFP®
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William Schaffler, CFP®'s social media include: Linkedin,
William Schaffler, CFP® works for Baird
William Schaffler, CFP®'s role in Baird is financial advisor with the davis schaffler group at baird
William Schaffler, CFP® works in the industry of Financial Services
William Schaffler, CFP®'s colleagues are Diane Kelly,John Mascarich,Andy McKay
William Schaffler, CFP®'s latest job experience is financial advisor with the davis schaffler group at baird at Baird
William Schaffler, CFP®'s latest education in Centenary College of Louisiana
