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Bill Kissinger has been in the tax and financial planning business for 35 years dedicated to helping clients realize their financial goals and dreams.
Kissinger Financial Services Inc. specializes in writing personal financial plans for clients, then monitoring the portfolio with an exclusive quarterly "Client Communiqué".
Tax strategies, education funding, retirement planning, estate planning and corporate planning round out this full service company.
EDUCATION:
1962 - Bel Air High School.
1972 - Certified Public Accountant.
1974 - Bachelor of Science in Accounting, University of Baltimore.
1989 - Certified Financial Planner, College of Financial Planning, Denver, Colorado.
PROFESSIONAL MEMBERSHIPS:
Registered Representative of Sanders Morris Harris Inc.
AICPA American Institute of Certified Public Accountants.
MACPA Maryland Association of Certified Public Accountants.
PFS Personal Financial Specialist.
American Institute of Certified Public Accountants.
IAFP International Association of Financial Planning.
Institute for Certified Financial Planner.
International Board of Standards and
Practices for Certified Financial Planners.
National Federation of Independent Business.
PROFESSIONAL ASSOCIATION AND AWARDS:
Course instructor for the Office of Corporate Extended and Executive Education at Towson University.
Course instructor for The Community Colleges of Baltimore
County 1992-1999.
Conducts frequent financial planning seminars for both professional and civic organizations and many corporations in Maryland, Washington D.C., Virginia and Delaware.
Maryland and nationally by Money Magazine, 1987.
Past President of Baltimore Association for Financial Planning.
HOW WE WORK
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