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.
His practice is focused on fee based comprehensive financial planning. He takes the time to have an in depth understanding of everything going on in his clients’ financial lives. Through an ongoing planning process, he works with his clients to ensure financial decisions are being made to help put them on a path towards achieving their maximum financial potential.
Bill takes a client-centric and straightforward approach with his planning clients. He starts 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 and objectives. He works closely with an internal team of investment, estate, and advanced planning specialists to develop a strategy tailored specifically towards his client’s unique goals and situation.
Bill is a graduate of The University of Vermont where he majored in Political Science. He is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Investment Management Analyst® Professional, and a Chartered Life Underwriter® Professional. In addition, he holds a Life Insurance license, Accident & Health license, as well as FINRA Series 6, 7, 63, and 65 licenses. Bill resides in Winchester, MA with his wife Jenny and children Jane and Matt.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.