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Bill Houck, CFP®, ChFC®

Wealth Manager

Bill Houck, CFP®, ChFC®2019-07-22T16:25:59+00:00
Bill Houck CFP®, ChFC®

Bill is responsible for managing clients’ investment portfolios, developing financial plans and implementing wealth management strategies.

Professional Designations:

CFP®, ChFC®

Education:

University of Delaware, B.S., Business Administration

What do you value most in your client relationships?

The trust that clients have in me. 

What’s a particularly rewarding example of how you helped to create impact for a client?

Helping to reduce family stress by establishing a game plan for long-term care and estate planning. 

What do you enjoy most about working at Modera?

Teamwork.

How do you do good in your community?

Volunteer coach.

Educational Articles

Let’s Talk

Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
(201) 768-4600

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