Bill Entwistle received his Certificate in Transition Planning by completing his training as a Transition Planning Consultant with the Successful Transition Planning Institute in 2011.
Bill is also a CFP®, a Certified Financial Planner™ professional and founder of Entwistle Financial Life Planning, a full service Financial Planning Firm located in Wakefield, RI. Bill specializes in guiding clients through life’s critical transitions such as Retirement, Sale of a Business, Divorce, Death of a Spouse or Receipt of an Inheritance. Bill graduated from the University of Rhode Island in 1979 with a Bachelor of Science (B.S.) Degree in Finance and earned the CFP® designation in 1988 from the College for Financial Planning. He is a member of the Financial Planning Association (FPA), the Kinder Institute of Life Planning, fi360 Center for Fiduciary Studies and his local Chamber of Commerce. Bill currently lives in Wakefield, RI with his wife and two children.... Read more
Phone: 401-781-6166
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