William Toner (AIF®, CFP®)
William Toner focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
Additional Information
Plains Coastal is an independent fee-only fiduciary financial planning & wealth management firm located in Santa Barbara, California. We bring the best financial strategies and solutions directly to you, creating a simple, fun and effective experience for you to make financial decisions and manage your money.
<iframe src="https://app.acuityscheduling.com/schedule.php?owner=16653036" width="100%" height="800" frameBorder="0"></iframe><script src="https://d3gxy7nm8y4yjr.cloudfront.net/js/embed.js" type="text/javascript"></script>
NAPFA Start Date
July 16, 2018