William G. Dobbins CFP®
Bill began his career in financial services in 1989 working specifically in the area of employer pension plans. He built a comprehensive and practical knowledge of the complex regulatory environment governing qualified group pension plans while working as an ERISA (Employee Retirement Income Security Act) compliance administrator for a pension consulting firm and then a major insurance company.
With the desire to expand his knowledge and experience in the area of financial planning, he accepted a position with the Fidelity Institutional Retirement Services Company where he focused on the financial and investing aspects of retirement planning. In this capacity he was regularly confronted with broader financial planning issues such as tax planning, wealth protection and estate planning.
In 2004 he earned his CERTIFIED FINANCIAL PLANNERTM certification and in 2007 established WGD Wealth Management LLC in order to offer independent comprehensive financial planning and portfolio advisory services.
He lives in both New York City and Norfolk Connecticut.