Bill is a Certified Financial Planner™ (CFP®) and has been helping people of all walks of life with their investments and financial plans for over 20 years. While this is a field that involves finance and charts and graphs, it’s the relationships built with his clients that he enjoys the most. The impact of good financial decisions can affect generations to come. Bill says that our financial behavior is just as important as the charts, graphs, and numbers that make up a successful financial plan.
Bill is a long-time member of the Financial Planning Association, a professional organization of some of the best and brightest in the financial planning profession.
Bill graduated from Oregon State University with a degree in Finance and Speech Communication. As a faithful Beaver alumnus, he loves to see them succeed at anything. He spent six years as an OSAA High School wrestling referee where he learned to remain calm and steady while taking abuse from excited fans. He and his wife Dori have been married for 26 years. They are amazed at how quickly time seems to fly by! They have six fun children, ranging is ages from 24 to 6 years old.
Bill offers Investment Advisory Services offered through Cascadia Advisory Services, a Registered Investment Advisory Firm. Bill Leder is not affiliated or registered with Cetera Advisors LLC. Any information provided by Bill is no way related to Cetera Advisors LLC or its registered representatives.