William E. Spinner, CFP®, CFS
Managing Partner | Private Wealth Advisor
Bill is a Managing Partner of Precision Financial Strategies. His primary focus is to assist clients to establish and pursue their financial goals. Bill believes in the importance of establishing a financial strategy prior to making implementation decisions. He identifies the objectives of our clients, and helps them to establish a sense of confidence.
Bill is a believer in financial education and often provides lectures to clients, professionals, and corporate groups on various topics such as wealth accumulation, retirement, and estate planning. He has appeared on the Caucus New Jersey TV program and has been quoted in the Star Ledger and Asbury Park Press.
Bill holds a Bachelor of Science degree in marketing from Ithaca College and has earned the Certified Financial Planner designation. He resides in Monmouth County, NJ with his family. He is known to be active in his community and enjoys spending time with his family.