William L. Ralston, III CFP<sup>&reg;</sup> - Financial Advisor

William L. Ralston, III CFP®

Director of Corporate Retirement Planning Services

Kentucky Planning Partners

9300 Shelbyville Rd, Ste 1310
Louisville, KY 40222
FINANCIAL ADVISOR'S WEBSITE
(502) 394-0400

General

William Ralston is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kentucky Planning Partners in Louisville, KY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: KY
  • Variable annuities: IL,IN,KY, FL, TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds

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