William C. Cuthbertson, Jr. CFP<sup>&reg;</sup> - Financial Advisor

William C. Cuthbertson, Jr. CFP®

MBA, EA, CSPG,

Fiscalis Advisory, Inc.

30320 Rancho Viejo Rd, Suite 100
San Juan Capistrano, CA 92675
FINANCIAL ADVISOR'S WEBSITE
(949) 429-5995

General

William Cuthbertson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fiscalis Advisory, Inc. in San Juan Capistrano, CA and the surrounding communities.

Financial Advisor Overview

FISCALIS ADVISORY is a fiduciary-level, financial planning firm serving successful individuals and families through the creation of personalized, proactive solutions to life's financial challenges.

The Fiscalis method of practice is comprehensive and focused. It's focused on you, and your desire for financial peace of mind, with a firm foundation built on honesty, and integrity, with an emphasis on financial science, and evidence based practices you can trust.

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Financial Advisor Experience

William Cuthbertson began working in the financial planning profession in 1999, founding Fiscalis Advisory in 2003, where he serves clients as their principal advisor and personal CFO.

An active leader in the profession, Mr. Cuthbertson is a member of the Alliance of Comprehensive Planners (ACP) where has mentored new advisors. He is a past Chairman and President of OC's chapter of the Financial Planning Association, and a former member of ACP's Board of Directors.

In an effort to provide objective, financial planning knowledge to the community, Mr. Cuthbertson speaks on personal finance for the popular It's Your Money and It's Your Estate seminar series created by the OC based non-profit Financial Empowerment & Estate Literacy, Inc.

Mr. Cuthbertson earned an honors MBA from the George Herbert Walker School of Business and Technology, and holds a graduate certificate in personal financial planning from the University of California at Irvine, becoming a "Board Certified" financial planner in 2002. He is also a tax specialist who has been admitted to practice before the IRS and state taxing authorities, a NAPFA-Registered Financial Advisor, and a Registered Life Planner®, with Kinder Institute.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent - Federally Licensed Tax Specialist; Certified Specialist in Planned Giving

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources