Back to Search Favorites List

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.)

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

Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit