Profil
Mr. William Damora is a Senior Director at KB Financial Cos LLC and a Vice President of Wealth Management at KB Financial Partners LLC.
With over 40 years of experience advising entrepreneurs on the design and implementation of retirement plans, he has published articles and lectured extensively on effective wealth accumulation and preservation strategies.
Postes actifs de William Damora
| Sociétés | Poste | Début |
|---|---|---|
KB Financial Cos LLC
 KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | Fondateur | 01/01/2016 |
KB Financial Partners LLC
 KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Fondateur | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
KB Financial Partners LLC
KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | Finance |
