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William Bulmer CFP®

William Bulmer CFP®

President and Founder

William Bulmer is the Founder of Progressive Financial Planning Services, Inc., and has been a Certified Financial Planner (CFP®) since 1987. In addition to servicing traditional retail clients, he has extensive institutional wealth management experience in Private Banking, Hedge Funds and Family Offices.

William has been an active member of the Financial Planning Association for over twenty five years, has written articles for industry journals as well as traditional newspapers, and is both securities and life insurance licensed in multiple states. He is also a Registered Representative with, and offers products through, Cadaret, Grant & Co. Inc., member FINRA/SIPC.

He holds a Masters Degree in Finance from Hofstra University, and a Bachelor of Science in Business Management from St. John’s University.

CFP Certificate