William Kaiser
Geen lopende functies
Profiel
Mr. Kaiser, a long-time and well-known leader in Delaware financial planning, has joined Affinity Wealth Management as Director of Financial Planning.
He is a native Delawarean & has over 15 years of financial planning experience.
A graduate of the Tatnall School and St. Lawrence University with a BA degree in Religious Studies, he has helped over 1,000 individuals and families develop personal financial plans during that time.
Mr. Kaiser earned national accreditation as a Certified Financial Planner (CFP) in 1990.
Formerly, he was an executive with the American Express Co. and he ran his own business for 5 years.
Eerdere bekende functies van William Kaiser
| Bedrijven | Functie | Einde |
|---|---|---|
Affinity Wealth Management, Inc.
 Affinity Wealth Management, Inc. Investment ManagersFinance Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses. | Portefeuillebeheerder-Aandelen | 31-12-2006 |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| AMERICAN EXPRESS COMPANY | Finance |
| Bedrijven in privébezit | 1 |
|---|---|
Affinity Wealth Management, Inc.
Affinity Wealth Management, Inc. Investment ManagersFinance Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses. | Finance |
