William Stanert CFP

Meet William H. Stanert, a seasoned financial professional with over 45 years of experience in the industry. Bill is known for his pragmatic and realistic approach to helping clients achieve their financial goals. He works closely with his clients on an ongoing, long-term basis, providing comprehensive strategies that cover retirement planning, education funding, and investment portfolios.

Bill’s clientele includes a diverse range of individuals, from business owners and Fortune 500 executives to physicians, attorneys, multi-generational families, churches, foundations, and retirement plans.

 He takes great pride in ensuring the safety and security of his clients’ assets. All client investment advisory assets are held in custody of Charles Schwab and Company (a Fortune 500 corporation) and managed through his Registered Investment advisory firm.

Bill personally interacts with each client, avoiding delegation of financial portfolio management to assistants at his boutique financial firm. Many of his clients have been with him for decades, a testament to his long-term commitment to their financial success.

Throughout his career, Bill has held various roles at prominent investment firms, including Financial Advisor - Senior Portfolio Manager and First Vice President of Investments at Morgan Stanley Smith Barney.

Bill’s expertise and dedication have earned him a reputation as a trusted financial advisor, and he continues to provide valuable guidance to his clients as they navigate the complexities of the financial world.

Bill has been featured on WCAU TV (Channel 10 News, “Live at Five”) discussing market volatility. 

He’s available for public speaking and interviews.

SEC Registration: Bill is registered as an Investment Advisor Representative with the SEC, CRD #716136.

Education and Training:

• Bachelor of Business Administration at Temple University.
• CERTIFIED FINANCIAL PLANNER (CFP®): Credentialed by the CFP Board, requiring rigorous coursework, exams and ongoing education.  Becoming a CFP® professional involves meeting specific education, training, experience, and ethical standards set by the CFP Board. Only about 30 percent of Advisors hold a CFP designation.
• Harvard Business School Online: Certificate in Sustainable Investing.
• Financial Planning Certificate: Bryant University, Boston Institute of Finance.
• Advanced IRA Training: Specialized training in Individual Retirement Accounts.

Personal and Community Involvement:

Personal:

• Married to Shaun Stanert since 1986, co-owner of MoonDance Investment
  Advisors LLC.
  
  Community:

• Former President and Director of the Bucks County Estate Planning Council.
• Former member of the Montgomery County Estate Planning Council.
• Participant in the American Cancer Society’s Charity Bike-a-thon (Philadelphia to Atlantic City, NJ).
• Member of the Appalachian Mountain Club, with extensive hiking experience on the Presidential Range Traverse, Appalachian Trail, and Colorado Trail.
•  Eagle Scout, Washington Crossing Council (formerly Bucks County Council).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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