William T. Mears CFP®
I am a CERTIFIED FINANCIAL PLANNER™ professional with Community Financial Group and have over 7 years of experience in the financial services industry. My main areas of concentration include financial planning, wealth management, employee benefits, and retirement planning.
I joined my current broker-dealer, now Equitable Advisors, in 2015 to work in the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors focused on serving the public school and non-profit marketplace. I joined Community Financial Group in 2016 as an associate.
In 2021 I obtained the designation of CERTIFIED FINANCIAL PLANNER™ professional to better serve the needs of my clients. The CFP® comes with extensive training in financial planning, estate planning, insurance, investments, employee benefits, retirement planning and the CFP® Board’s Code of Ethics and Standards of Conduct.
In my day-to-day, I love serving clients and developing long-lasting relationships that are built on trust. I often think about the positive impact I can have on the people I work with over time. I always keep those thoughts top-of-mind when developing strategies on behalf of my clients.
Around the office my colleagues would describe me as hard-working with an easy-going attitude, and extremely loyal to the clients I serve.
I was born and raised in Loudoun County, VA. I earned my undergraduate degree in History and Political Science from Christopher Newport University. I now live in Richmond with my wife, Allison, who is a Mental Health Therapist. In my free time, you’ll usually find me golfing, cycling, or walking my dog, Stella, with my wife.