William J. Pfeifer III, CMFC®, AAMS®

Vice President

PROFESSIONAL BACKGROUND

William Pfeifer III, CMFC®, AAMS®, is a Vice President and Financial Planner of GoldBook Financial.  Will joined the firm in 2013 and brings a total of 12 years of experience in the financial services industry.  Will is committed to building long-term relationships with his clients and helping them reach their financial goals.  He provides a total financial needs analysis for his clients. Will does this by leveraging a network of experienced professionals with extensive experience in retirement planning, estate strategies, employee benefit and retention services, business continuation strategies and trust services.

Will graduated from the University of Arizona with a bachelor’s degree in Business Communication. He holds the Charter Mutual Fund Consultant (CMFC) and an Accredited Asset Management Specialist (AAMS) designations, with prior expertise as an active trader and options specialist. Will holds his FINRA Series 7 & 63 registrations and is Life, Accident and Health licensed.

Outside of the office, Will enjoys golfing, sports car racing, snow skiing and spending time with his family and friends.

 

CRN202207-268295