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Bill Houck, CFP®, ChFC®

Wealth Manager

Bill Houck, CFP®, ChFC®2019-09-10T16:27:49+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.

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