William N. Wheeler,  CFP<sup>&reg;</sup> - Financial Advisor

William N. Wheeler, CFP®

Investment Consultant

LPL Financial

4332 Cerritos Ave., Suite 105
Los Alamitos, CA 90720
FINANCIAL ADVISOR'S WEBSITE
(714) 898-4308

General

William Wheeler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Los Alamitos, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Cross-border Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances

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