Life is a series of transitions. Many are positive and planned for: graduating, buying a home, creating a family, building a career and retirement. Other events are unexpected and require thoughtful responses: loss of a loved one, health or job crisis or divorce.
Since 2002, Bill has been helping families and individuals make informed financial decisions as it relates to many transitional events. To specifically assist families with the transitional event of divorce, Bill earned the Certified Divorce Financial Analyst® (CDFA™) certification in 2013 and became trained in the collaborative divorce process to hold the role of the financial neutral/strategist within a collaborative divorce team.
As the financial neutral/strategist, Bill will assist with the collection of financial data, budget reviews, identifying assumptions and will provide financial education (as needed) for either party. He will listen to your hopes and concerns, goals and ambitions. After a thorough understanding of your situation, he will provide data and information to assist (you) with making an informed decision. He does this by reviewing both the immediate and long-term financial impacts of any potential settlement. He believes that good decisions are rarely made in highly emotional states and this process helps both parties identify settlement solutions that they both can live with.
When not assisting clients with financial decisions, Bill enjoys spending time with his family, coaching youth rugby and getting outside - whether to backpack into a remote lake, snowboard the mountain, wakeboard the rivers or to fish the local streams.
William J. Fussell, CRPC®, CDFA™ is a Financial Advisor with Wealth Strategy Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc., 7450 SW Beveland St., Suite 100, Portland, OR 97233.
William J. Fussell is licensed and registered to conduct business in OR. Based on licenses and registrations he holds, he may also conduct business in CO, SC, WI, MN, WA. Background and qualification information available at FINRA's BrokerCheck website.