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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 in a fiduciary capacity as their principal financial guide and tax advisor.

As an active participant in the profession, Mr. Cuthbertson has mentored new advisors, served as a Board member of the nationally based Alliance of Comprehensive Planners (ACP), and is a past Chairman and President of OC's chapter of the Financial Planning Association.

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, admitted to practice before the IRS and state taxing authorities, and a NAPFA-Registered Financial Advisor.

 

NAPFA Start Date

April 02, 2004

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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.
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Visit Website 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.

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This Office

27201 Puerta Real #300 Mission Viejo, CA 92691 Phone: (949) 429-5995 Fax: (949) 429-5996
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