Bill Weston
WPWealth Partner
Bill Weston has more than 12 years of wealth management and investment experience. He has extensive experience in financial planning, coordinating a client’s unique set of goals with specific wealth management practices.
Bill Weston
WPWealth Partner
Bill Weston has more than 12 years of wealth management and investment experience. He has extensive experience in financial planning, coordinating a client’s unique set of goals with specific wealth management practices.
Bill focuses primarily on: financial, tax and estate planning, investments, retirement, insurance, and employer sponsored retirement plans.
Professional Certifications
- Certified Financial Planner™ (CFP)
- Series 66 as an Investment Advisor Representative
- Group 1, Texas Department of Insurance License
Education
- B.A. in Economics, University of Texas