William O. Wright, CFP<sup>&reg;</sup> - Financial Advisor

William O. Wright, CFP®

President

Guidance Financial & Life Planning Services, Inc.

5706 Hauaala Rd
Kapaa, HI 96746
FINANCIAL ADVISOR'S WEBSITE
(888) 250-4012 CONNECT WITH William
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General

William Wright is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Guidance Financial & Life Planning Services, Inc. in Kapaa, HI and the surrounding communities.

Financial Advisor Overview

Since 1982 our firm has specialized in working with retirees and those looking towards retirement. Having processed hundreds of case studies we have developed a level of expertise and objectivity that has assisted our clientele and led to our success. Our clients can expect to receive high levels of expertise in dealing with most all aspects of capital accumulation, retirement income planning, sudden wealth, qualified plan distributions and the design, structure and implementation of related asset allocation models to achieve their particular needs for income, safety and perfomance potential. As a part of our wholistic approach we coordinate life planning issues with estate planning, tax planning, college and medicaid eligibility planning for family members as well as most business planning issues including employee benefit and succession planning matters. Visit our website for complete information at www.gfcwow.com

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Financial Advisor Experience

Experience cannot be replicated, bought or schooled in any manner other than as implied...by experience. This is one of the most important benefits we pass on to our clients. Mr. Wright obtained the CFP marks in 1980 and has one of the longest uninterrupted careers in the area. Having worked at length in related fields before establishing Guidance Financial Consultants, Inc. in 1982 and prior to completing the CFP program in 1980 he guides our firm and provides our clients a high degree of practical wisdom that our clients greatly appreciate. Our firm has been repeatedly invited by major corporations and their employee groups to provide our unique, multi-sessioned and content rich comprehensive financial planning seminars since the 1980s. This includes Boeing, Boeing Management Club, Wichita Enginerring Association, Wichita Public Schools, University of Kansas Medical Center at Wichita, IBM Management Club and The Kansas Corporation Commission.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Kansas & Hawaii
  • Health/disability insurance: Kansas & Hawaii
  • Fixed annuities: Kansas & Hawaii
  • Variable annuities: Kansas & Hawaii

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities and advisory services through Infinity Financial Services, Inc.  Member FINRA SIPC

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources