Bill Love, CFP®, RICP®, CPC

Senior Financial Planner

Bill is a Senior Financial Planner with more than 20 years of experience. He is passionate about bringing together the emotional and logical side of a family’s financial picture.

Bill is a Certified Financial Planner, Retirement Income Certification Professional, a Certified Professional Coach and has additional training in facilitating family meetings and mediation. Bill is a lifelong learner that applies his training to the families he serves and guides them through life’s transitions.

Bill is also passionate in serving the financial planning profession. Bill has served on the Financial Planning Association (FPA) Philadelphia Tri State Chapter as President and in other roles for 11 years.  He also participated on various tasks forces for the FPA National Association. Bill is a member the National Association of Personal Financial Advisors (NAPFA).

Bill lives in Yardley, PA with 3 generations of what he refers to as his “girls” (wife, Lauren, daughter, Jocelyn, Mother-In-Law, Annette) and the star of the family, their Dachshund, Lilly. They enjoy vacationing at the jersey shore, exercising and spending quality time with one another.