William Wiarda
Investment Advisor
William works with West Michigan families from our Grand Rapids office. He's a Ramsey Certified Financial Coach and a Ramsey Trusted SmartVestor Pro.
About William
William joined Cornerstone in 2015 as an account manager and quickly became an advisor, so he knows the firm from the service side and the advice side.
Many of the families he works with have paid off their debt and are ready to invest. He helps them learn how markets work, understand risk, and tie their investing to their retirement goals and their values.
William is a Ramsey Certified Financial Coach and occasionally leads Financial Peace University classes. He also teaches money management classes for Young Money Finances, a Grand Rapids nonprofit for young adults, and speaks on portfolio design at our Grand Rapids Investor Coaching Series evenings.
William and his wife Jeannie have been married more than 25 years and have four kids. Most weeks are spent at soccer, wrestling, cheer, and musical theater, and William is a serious tabletop game collector.
What William helps with
- Investing once you're debt-free
- Retirement planning and when you can retire
- Early retirement withdrawals and the Rule of 55
- Pension payout options
- 401(k) allocation recommendations
- Roth conversions and Required Minimum Distributions
- ESOPs, RSUs, and stock options
Background
- Education
- B.A. in English, Grand Valley State University, 2001
- At Cornerstone
- Since 2015
- Licensed
- Series 65, 2020
- Designations
- Ramsey Certified Financial Coach, Ramsey Trusted SmartVestor Pro
- Talks
- Investor Coaching Series presentations on evidence-based investing and money management, Grand Rapids
Ramsey Trusted SmartVestor Pro is a designation from Ramsey Solutions. Advisers pay to participate in the SmartVestor program, and the designation is not an independent rating of an adviser's skill or investment results.