William Moody | Financial Planner
Contact Information
617.337.4642
wmoody@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CFP®, CIMA®, CLU®
Bill has over 15 years of experience in the financial services industry. He began his career in 2005 as an Internal Wholesaler at John Hancock before moving to MetLife in 2010, where he worked as a Case Consultant in their Financial Planning Department. He continued his financial planning work when he made the move to MassMutual in 2016. During his time at MetLife and MassMutual, Bill was responsible for developing comprehensive financial plans for over 1,000 clients and their families.
He left MassMutual’s Financial Planning Department in 2018 to join Commonwealth Financial Group. He wanted to share his years of financial planning experience and expertise with his own clients. He has found the process of building relationships and helping his clients extremely rewarding. While Bill’s client base is diverse, he specializes in working with professionals in the life sciences, medical, technology, legal, and management consulting fields.
He left MassMutual’s Financial Planning Department in 2018 to join Commonwealth Financial Group. He wanted to share his years of financial planning experience and expertise with his own clients. He has found the process of building relationships and helping his clients extremely rewarding. While Bill’s client base is diverse, he specializes in working with high income Generation X and Millennial families. Many of his clients are dual income households working in the life sciences, medical, technology, legal, and management consulting fields.
The families Bill works with are usually focusing on multiple goals such as: saving for retirement, planning for their children’s education, protecting their family, and purchasing a new home. Any time a money decision is made for one goal, it will have a ripple effect across someone’s financial life. This is why he takes the time to have an in depth understanding of everything going on in his clients’ financial lives.
His planning process begins by organizing a client’s financial life to have a clear understanding of their cash flow, what they currently own, potential risks they are exposed to, and specific goals. He partners with an internal team of investment, estate, and advanced planning specialists to develop a strategy tailored specifically towards their unique situation. Bill works with clients on an ongoing basis to ensure they are on a path towards achieving their financial potential.
Bill is a graduate of The University of Vermont where he majored in Political Science. He is a CERTIFIED FINANCIAL PLANNER® Professional and holds the Certified Investment Management Analyst® and Chartered Life Underwriter® designations. In addition, he holds a Life Insurance license, Accident & Health license, as well as FINRA Series 6, 7, 63, and 65 registrations. Bill resides in Winchester, MA with his wife, Jenny, and children, Jane and Matt.
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