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Bill Houck, CFP®, ChFC®

Wealth Manager

Bill Houck, CFP®, ChFC®2019-11-05T22:46:21+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

Giving Back

Creating a Brighter Future

Modera proudly continues to support the efforts of Vision Loss Alliance of New Jersey. On October 24, Modera’s Bill Houck and Mindy Cleaveland took part in the non-profit’s third annual Dining in the Dark fundraiser gala, which also celebrated the organization’s 75th anniversary. The Vision Loss Alliance’s mission is to empower individuals of all ages who are blind or low vision by providing support, education, skills training, assistive technology and employment opportunities.

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.

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