Bill takes an educational approach to help his clients understand how the financial decisions they make today will have a profound impact on their future.
Bill is one of the few financial advisors in the country to have earned both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designations while also being a Certified Public Accountant (CPA). While Bill has deep technical knowledge and experience in all areas of financial planning, he believes that simplicity is the ultimate form of sophistication and explains his recommendations in plain English.
In 1998, Bill began his career in the financialservices industry joining Ernst & Young LLP where he worked in audit and litigation advisory services. After leaving Ernst & Young LLP, Bill served in the Peace Corps. Stationed in Honduras, he volunteered his time and services to small business owners and youth groups. What Bill finds most appealing about his work is the opportunity to meet and help a diverse group of people, as well as the freedom of being self-employed. Outside of work, Bill enjoys playing tennis and golf and volunteering with youth groups.
- B.A. in accounting, University of Massachusetts Amherst
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
- Accredited Investment Fiduciary (AIF®)
*William J.Condon is a licensed CPA, but not practicing.
William J. Condon is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. 101 Federal Street, Suite 800, Boston, MA 02110. (617) 439-4389