As Founder and partner of Continuum Consulting Group, Bill Wood is responsible for the management and strategic direction of the firm. In addition to this role, Bill provides comprehensive financial planning services to individuals and families.
Continuum Consulting Group’s mission is to guide their clients through the continuum of change as they pursue clarity and financial wellbeing. Bill’s main goal in working with his clients is to help them live their best life possible. Part of his role is to help his clients make smart decisions with their money but more importantly to understand what the money is for.
Bill learned years ago that significant life events such as retirement, loss of a job and passing of a loved one were regularly occurring in his client’s lives and that during these challenging times is when his clients needed his guidance the most. In his more than 20 years of experience, Bill has developed a deep understanding of the emotional aspects of financial planning. He enjoys family dynamics and helping make complex issues seem simple. No two families are alike and each deserves the specialized attention that goes into designing and implementing a comprehensive financial plan. In addition to understanding the emotional side of financial planning, a broad knowledge ranging from complex financial products to evolving tax laws is required.
Bill earned a Bachelor of Arts degree from West Chester University of Pennsylvania and holds a CERTIFIED FINANCIAL PLANNER™ Professional certification. Bill is an active member of the Orange County Chapter of the Financial Planning Association and has given many lectures on retirement and investment planning over the past 20 years.
Education & Licensing:
- Bachelor of Arts, West Chester University Pennsylvania
- CERTIFIED FINANCIAL PLANNER™ Professional certification (CFP®)
- California Insurance License
- FINRA Series 7 Registration
- FINRA Series 66 Registration
Associations & Affiliations:
- Sponsor, Executive Boot Camp
- Sponsor, McDermott & Bull Executive Network
- Membership, Lincoln's President's Cabinet