Bill Reynolds
Life Insurance & Annuity Agent; Investment Adviser Representative, Financial Planner
Reynolds Financial Solutions in Los Angeles, CA
Bill has more than 30 years of experience in the insurance and financial services industry and is an investment adviser representative of Equity Services, Inc. Bill holds a Masters in Financial Services (MSFS) and is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Certified Funds Specialist (CFS). He holds the Series 24, 7, and 63 securities registrations and is a registered representative and offers securities through, Equity Services, Inc. - Member FINRA/SIPC
Experience
37 years
Specialties
Full service planner: Personalized money management, insurance, annuity and financial planning
Licenses / Certifications
Series 7, 24, investment adviser representative, masters in financial services (MSFS), CLU, ChFC
Education
Masters in financial services, chartered financial consultant, certified life insurance underwriter
What inspired you to get into this line of work?
One of the greatest realizations for me in working with my clients is that every person has unique goals and needs. I ask them about their dreams, priorities and how this aligns with their current investments, strategies and timelines. It's not just about the numbers; it's about each person's ambitions, goals, needs, wants and how best to achieve them. I stand by my clients in pivotal moments, adjusting plans as needed and ensuring that they are equipped to handle whatever comes their way.
What's one piece of insight you wish all families knew?
It's never too late to plan, start TODAY in taking action to reach for your goals, wishes, wants and needs. Focus on the now, plan for the future. Look for never taxed money solutions and know your why!
What excites you most about working with Addio families?
I'm entirely focused on educating my clients, listening to their wants, needs, goals and concerns and doing what's best for them. I look out for my client's best interest at all times . With my vast experience, I can guide each on a path to help reach goals. Planning tools and solutions revolve around solving the unknown, whether that be taxation, running out of money or leaving a legacy, I can assist with solutions to help achieve goals today and in the future.
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Connect with Bill Reynolds and get answers to all your planning questions.