William Brandt
President, Financial Advisor,
Retirement Planning Specialist
Bill Brandt, is a graduate of Azusa Pacific University with a master’s degree in Theology and Ethics. He holds a certificate in Advanced Retirement Planning from the Wharton School of Business, University of PA.
Bill was instrumental in the conception and development of the Clergy Advantage 403(b) Retirement Plan to provide all ministers equal opportunities in retirement planning. With over 25 years specializing in retirement and holistic financial planning for ministers and churches, he is passionate about sharing his knowledge to enhance ministers retirement and financial opportunities.
California Insurance License #: 0F17601
Arkansas Insurance License #: 6761871
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
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Clergy Planning Group is not owned or operated by Equitable Advisors, LLC or its affiliates.