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
- 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
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