Bill Cleveland (CFP®, CPA/PFS, MBA)

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

  • Business Owners
  • Charitable Giving
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

B. William (Bill) Cleveland III, MBA, CPA, CFP®, PFS
bill@calvarywealth.com

http://www.calvarywealth.com

Experience

  • PricewaterhouseCoopers
  • Homrich Berg
  • Preston & Cleveland Wealth Management, LLC

Professional Designations

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Personal Financial Specialist (PFS)

Education

  • B.B.A – Accounting, The University of Georgia
  • M.B.A. – Personal Financial Planning, Georgia State University

Memberships

  • American Institute of CPAs (AICPA) Personal Financial Planning Division
  • Georgia Society of CPAs
  • National Association of Personal Financial Advisors (NAPFA)
  • The Bar - a national think tank of preeminent fee-only financial planners
  • Heritage Academy Board Member
  • Kingdom Here Ministries
  • Augusta Rivercats Baseball Coach

NAPFA Start Date

June 15, 2004

Submit
Submit

This Office

3740 Executive Center Dr Augusta, GA 30907-4345 Phone: (706) 855-0170 Fax: (770) 898-4979

Other Offices

1201 Main St Ste 1980 Columbia, SC 29201-3299 Phone: (803) 200-1482