William Cuthbertson (CFP®, EA, MBA)

William Cuthbertson focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Fiscalis Advisory focuses on providing integrative solutions to client's financial challenges using evidence-based investment strategies, highly-diversified asset allocation, and advanced planning strategies in the key areas of wealth protection, enhancement, and transfer.

Ideal clients appreciate and understand the value of retaining the collaborative expertise of a key advocate to bring rigor and coordination to their financial affairs.

Additional Information

William Cuthbertson began working in the financial planning profession in 1999, founding Fiscalis Advisory in 2003, where he serves clients as their principal advisor and personal CFO.

An active leader in the profession, Mr. Cuthbertson is a member of the Alliance of Comprehensive Planners (ACP) where he mentors new advisors, and serves on the ACP Financial Technology committee. He is a past Chairman and President of OC's chapter of the Financial Planning Association, and a former member of ACP's Board of Directors.

In an effort to provide objective, financial planning knowledge to the community, Mr. Cuthbertson speaks on personal finance for the popular It's Your Money and It's Your Estate seminar series created by OC based Financial Empowerment & Estate Literacy, Inc.

Mr. Cuthbertson earned an honors MBA from the George Herbert Walker School of Business and Technology, and holds a graduate certificate in personal financial planning from the University of California at Irvine, becoming a "Board Certified"  financial planner in 2002. He is also a tax specialist who has been admitted to practice before the IRS and state taxing authorities, a NAPFA-Registered Financial Advisor, and a Registered Life Planner®, with Kinder Institute.

 

NAPFA Start Date

April 02, 2004

Industry Start Date

February 01, 1999

This Office

30320 Rancho Viejo Rd Ste 100 San Juan Capistrano, CA 92675-1586 Phone: (949) 429-5995 Fax: (949) 429-5996