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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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William M. Fjeran, CF2

William M. Fjeran

William M. Fjeran

Certified Financial Fiduciary®

Accepts Remote Clients

Greenville, SC
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200175

About William M. Fjeran

Bill Fjeran, CF2 (Certified Financial Fiduciary) has over 50 years’ experience in the Financial Services arena. He has been a consultant to several insurance companies and has trained hundreds of salespeople in Tax Qualified Plans and Employee Benefits. He has lectured widely on Tax Sheltered Annuities (403b) at colleges, universities, hospitals, and various teacher organizations though-out the southeast.
Bill has concentrated his practice on the effects of taxation – pre-tax contributions (403b, 401k, 457 and TSP’s) plus, IRAs, and tax effects on Medicare and Social Security. and solutions for those current and future problems.
Living in Greenville, SC for over 30 years Bill and his wife Dana of 42 years, enjoy spending time hiking, biking, and jogging in and near the Blue Ridge Mountains.

Areas of Specialization

Retirement Planning Tax Planning Estate Planning Investing Insurance Social Security Financial Planning General Financial Guidance
Disclosure:
Licensed in SC, NC, VA, PA, NJ, TN, TX, NV, GA

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