William E. Griffith, ChFC® AEP® RICP® AIF®

William E. Griffith, ChFC® AEP® RICP® AIF®

Financial Advisor / Partner

Bill entered the financial services industry shortly after graduating with a BA in Business Administration from Fresno State. Now, with more than 40 years of industry experience, he specializes in working with business owners and executives to help create customized experiences and outcomes designed to meet their needs.

Bill holds the following industry designations:

  • ChFC® – Chartered Financial Consultant
    • American College, Bryn Mawr, Pennsylvania
  • AEP® – Accredited Estate Planner
    • National Association of Estate Planning Councils
  • RICP® – Retirement Income Certified Professional
    • American College, Bryn Mawr, Pennsylvania
  • AIF® – Accredited Investment Fiduciary
    • Fi360, Bridgeville, Pennsylvania

Professionally, Bill has been committed to a number of industry organizations:

  • NAIFA (National Association of Insurance & Financial Advisors) - Past Board Member & current member
  • NAPA (National Association of Pension Advisors) – current member
  • FPA (Financial Planning Association)
  • FEPC (Fresno Estate Planning Council) – Past President & current member
  • SFSP (Society of Financial Services Professionals) – Past President & current member

In addition, Bill is actively involved in the community:

  • United Way of Fresno County (past Board Chairman)
  • Business Advisory Council at Craig School of Business (current member)
  • Boys & Girls Clubs of Fresno County (past committee member)
  • Rotary Club of Fig Garden (current member & past Board Member)

Bill has lived in Fresno since 1973. He is married to Elvera, has three children and four grandchildren. In his spare time, he likes to spend time with his family, play golf, and travel to the central coast.

Phone 559-650-2650
Fax 866-866-6589