Bill  Cleveland

Bill Cleveland

| CFP®, CPA, PFS, MBA

Calvary Wealth

Fiduciary, Fee-Only Financial Planning Firm Located in Augusta, GA and Columbia, SC Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

3740 Executive Center Drive
Augusta, GA 30907

1201 Main Street, Suite 1980
Columbia, SC 29201

Bill Cleveland is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

B. William (Bill) Cleveland III, MBA, CPA, CFP®, PFS
bill@calvarywealth.com

http://www.calvarywealth.com

Experience

  • PricewaterhouseCoopers
  • Homrich Berg
  • Preston & Cleveland Wealth Management, LLC

Professional Designations

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Personal Financial Specialist (PFS)

Education

  • B.B.A – Accounting, The University of Georgia
  • M.B.A. – Personal Financial Planning, Georgia State University

Memberships

  • American Institute of CPAs (AICPA) Personal Financial Planning Division
  • Georgia Society of CPAs
  • National Association of Personal Financial Advisors (NAPFA)
  • The Bar - a national think tank of preeminent fee-only financial planners
  • Heritage Academy Board Member
  • Kingdom Here Ministries
  • Augusta Rivercats Baseball Coach