Member Profile
Chapter
Fairhaven MA
Position
Visitor Coordinator
Category
Financial Services
Bill Charrier
Creative Wealth Solutions LLC
Bill Charrier has been in the insurance and financial services industry since 2015. He provides a strategic approach to financial strategies and protection. Bill’s practice focuses on families, small business owners, and pre-retirees.
Through his unified approach, Bill helps clients identify strategies designed to help protect assets and address retirement planning objectives based on their individual needs and circumstances.
Prior to joining Creative Wealth Solutions, Bill spent the greater part of his employment years in the restaurant industry serving as a General Manager and Managing Partner in several companies. This experience provides him with insight into the day–to–day challenges small business owners may face.
Bill lives in Pembroke with his wife, Diane of 18 years. They have six children, 11 grandchildren and 3 great grandchildren.
Bill is a registered Representative (series 6 and 63) and holds Life and Health insurance licenses.
Registered Representative with NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 101 ACCORD PARK DRIVE, SUITE 201 NORWELL MA USA 02061.
Creative Wealth Solutions not owned or operated by NYLIFE Securities LLC or any of its affiliates.
Through his unified approach, Bill helps clients identify strategies designed to help protect assets and address retirement planning objectives based on their individual needs and circumstances.
Prior to joining Creative Wealth Solutions, Bill spent the greater part of his employment years in the restaurant industry serving as a General Manager and Managing Partner in several companies. This experience provides him with insight into the day–to–day challenges small business owners may face.
Bill lives in Pembroke with his wife, Diane of 18 years. They have six children, 11 grandchildren and 3 great grandchildren.
Bill is a registered Representative (series 6 and 63) and holds Life and Health insurance licenses.
Registered Representative with NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 101 ACCORD PARK DRIVE, SUITE 201 NORWELL MA USA 02061.
Creative Wealth Solutions not owned or operated by NYLIFE Securities LLC or any of its affiliates.
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