About William S. Rumble
William S. Rumble holds the Chartered Financial Consultant® (ChFC) designation. The program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals.
The ChFC® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the most important areas of financial planning. This includes an education in a number of areas such as insurance, taxation, retirement, investing, estate planning, behavioral finance, non-traditional family structures, small business planning, and more.
Licenses:
- Accident & Sickness
- Life GA, FL, NC
- Variable Products
Securites Licenses:
- Series 7
- Series 66