Bill Nugent (CFP®, EA)

Bill Nugent focuses in the
following client markets or areas of practice:

AUM

Fixed Fee (Subscription, Retainer, etc.)

Hourly

Planning Specialties

ESG Investing Tax Planning Retirement Income Insurance Analysis Corporate Executives Stock Options Roth Conversions

Additional Information

Bill’s 25-year career began with one of the industry’s oldest and most respected wealth management firms. There, he focused on non-profit and public sector clients and drew inspiration from mission-driven professionals who dedicated their careers to caring for others.

Having led hundreds of live workshops during his career, Bill is skilled at expressing complex topics in an understandable manner. He believes in customization and focuses on each client’s goals to drive the investment management process.

In addition to providing personalized attention to his clients, he believes strongly in professional mentorship and enjoys teaching financial planning at UCLA.

Bill is a CERTIFIED FINANCIAL PLANNER™ as an IRS Enrolled Agent. He received both his bachelor’s and master’s degrees from the University of Massachusetts at Amherst.

At UMass, Bill met his wife, Suzanne. They now live in Los Angeles, where they raise their 8-year-old son to root for his home team (Go, Dodgers) but still root for their home team too. (Go, Red Sox)