Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200175
Active Dates
Feb 25, 2019 – Feb 25, 2027
About William 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
