William T. Morrissey,  CFP<sup>&reg;</sup> - Financial Advisor

William T. Morrissey, CFP®

President

Sound Financial Planning,Inc.

1111 Cleveland Ave., Ste 101
Mount Vernon, WA 98273
FINANCIAL ADVISOR'S WEBSITE
(360) 336-6527 CONNECT WITH William
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General

William Morrissey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sound Financial Planning,Inc. in Mount Vernon, WA and the surrounding communities.

Financial Advisor Overview

At Sound Financial Planning, Inc. each member of our team is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. Led by founder and President Bill Morrissey, we have been offering comprehensive financial planning for more than three decades. Morrissey and the SFP team have developed a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams. Sound Financial Planning Inc. is a fee-only financial planning firm, which means our sole compensation is from you, the client. We receive no commissions of any kind. Our clients receive more than just investment advice; they receive comprehensive financial planning advice and education in all areas of their financial lives. As a result of our services, our clients enjoy financial peace of mind and are prepared for life’s unexpected events. The SFP staff includes Tammy Prouty, a partner with the firm who has been with the company for more than 14 years. Tammy is a valuable team member whose financial expertise has been featured in the Seattle Times.

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Financial Advisor Experience

Before founding Sound Financial Planning Inc. in 1982, Bill Morrissey was in the real estate business in Seattle from 1971-80. He was in residential and then commercial real estate, owned and managed a substantial real estate investment portfolio, and was President of two real estate development companies. From 1980-82 he was the managing partner of the Islander Lopez, a major resort in the San Juan Islands. In June 1982 he sought a line of work more fulfilling and connected to the community. He aspired to use his business acumen to help people achieve financial security. The result of over three decades of hard work and perseverance is Sound Financial Planning (SFP), the company Bill founded and is President of today. The company provides a “holistic approach to comprehensive financial planning.” “I'm glad I made the transition to financial planning,” says Bill, who became a Certified Financial PlannerTM (CFP®) in 1984. “I love helping people achieve that peace of mind when they make good decisions for their financial future.” Bill enjoys the relationships he develops with clients. “They are part of our extended family,” he says. So much so that Bill and his wife Sharon invited SFP clients to their wedding in 2003. When talking about helping clients, Bill mentions those who have lost their spouses. He can relate. Bill's first wife died of breast cancer in 1991 when his two sons were 10 and 3 years old. “When people are widowed, they want to feel cared for and move at their own pace,” he says. “We feel we are uniquely qualified to assist our clients through this difficult life transition.” Bill has spoken about this topic to his peers in Seattle. Philanthropy is also a focus for Bill. He is the Past President of the United Way of San Juan County and has been on the board of directors for over 16 years. He said that each year “we help more than 5,000 residents countywide through carefully screened local agencies that are funded by United Way. Our supported agencies are evaluated annually for effectiveness, measured results, and fiscal responsibility. These programs are vital to the community’s most critical needs.” He is also Past President of the Friday Harbor Kiwanis Club and Past President of the San Juan Island Public Schools Foundation. Bill is a founding member of the Nazrudin Project, which is a group of financial planners and other professionals devoted to working with their clients in a holistic manner. Bill is a member of and past national board member of the Financial Planning Association as well as Past President of the Puget Sound Chapter of the Financial Planning Association. He is also a member of the National Association of Personal Financial Advisors, which is the Nation’s leading organization of Fee-Only financial planners. He is a member and Past President of the Northwest Washington Estate Planning Council.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Estate Planner [AEP]

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Life Planning, Long-term Care, Medical & Health Issues, Sudden Wealth

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