Bill Beattie, CFP®, CIMA®

Partner

Westfield

Client Advisory

Biography

Bill is a Partner in the New Jersey office. He has 25 years of experience in financial services and specializes in assisting affluent individuals and families with customized investment advisory solutions and financial planning strategies including retirement planning, cash flow management, and income tax/estate planning coordination. Bill leverages the firm’s various areas of expertise in coordinating a bespoke team for each client.

Prior to joining Cerity Partners, Bill was a Vice President in the Personal Financial Management division of Goldman Sachs, where he provided investment management and comprehensive financial planning services to high-net-worth clients. Bill began his career on the floor of the New York Stock Exchange.

Education

  • B.S. in Business Management from the University of Delaware

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED INVESTMENT MANAGEMENT ANALYST® (coursework completed through the Yale School of Management)

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.