William Kaiser

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Profil

Mr. Kaiser, a long-time and well-known leader in Delaware financial planning, has joined Affinity Wealth Management as Director of Financial Planning.
He is a native Delawarean & has over 15 years of financial planning experience.
A graduate of the Tatnall School and St. Lawrence University with a BA degree in Religious Studies, he has helped over 1,000 individuals and families develop personal financial plans during that time.
Mr. Kaiser earned national accreditation as a Certified Financial Planner (CFP) in 1990.
Formerly, he was an executive with the American Express Co. and he ran his own business for 5 years.

Anciens postes connus de William Kaiser

Sociétés	Poste	Fin
Affinity Wealth Management, Inc.	Gestionnaire de Portefeuille-Actions	31/12/2006
AMERICAN EXPRESS COMPANY	Corporate Officer/Principal	-