Bill Condon, CFA, CPA, CFP®
Partner
Phone: 617.526.9380
billcondon@financialguide.com
Bill leads Commonwealth Planning Group’s 401k advisory group and helps corporations streamline the management of their 401k plans. He is passionate about bringing expert financial planning advice to employees and encourages clients to promote financial planning meetings as a valuable employee benefit.
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 financial services 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. In 2004, Bill launched his financial planning practice and advises corporations and affluent households on their investment and insurance strategies. He enjoys forming long-term relationships with clients and serving as a sounding board for all of their important financial decisions.
Bill lives in Manchester-by-the-Sea with his wife, Kate, and their two sons, Brennan and JT. He enjoys playing tennis, cooking, and exploring the North Shore with his family.
Education/Designations:
B.A. in accounting, University of Massachusetts Amherst
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
*William J. Condon is a licensed CPA, but not practicing. Domiciled in MA, CA Insurance License #0H63496