William P Leach
Financial Advisor
.
CKA®
About William (Bill) Leach
I have been a part of the financial industry for 20 years, 15 of which has been with Thrivent as a Financial Advisor. I am proud to be a Thrivent financial professional who provides personalized financial guidance to people at all stages of life. I work with individuals, families, churches, schools, and non-profits. I believe in getting to know every client on a personal level, not just a professional one. What matters to you, matters to me as well.
My passion for financial literacy and wealth building is rooted in my own experiences and the desire to empower communities to...
My qualifications
- General Securities Representative
My state licenses
- Alabama
- Arizona
- Connecticut
- Delaware
- Florida
- Georgia
- Maryland
- Michigan
- New Jersey
- New York
- North Carolina
- Pennsylvania
- South Carolina
- Texas
- Virginia
- Washington DC
Office location
Lebanon Location
Round Valley Executive Center 3 Werner Way, Suite 220
Lebanon, NJ 08833
Phone908-840-4527Lebanon, NJ 08833
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.