William  Cuthbertson

William Cuthbertson

| MBA, EA, CFP®  

Fiscalis Advisory, Inc.

(949) 429-5995

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Fee-Only Financial Advisor serving the South Orange County, CA area.

Specialties

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Tax Planning
  • Tax Preparation
  • Charitable Gifting
  • Estate Planning
  • Employee Benefits
  • Social Security Maximization
  • Wealth Protection
  • Wealth Maximization
  • Wealth Transfer

Website

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30320 Rancho Viejo Road
Suite 100
San Juan Capistrano, CA 92675

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

William Cuthbertson is a San Juan Capistrano Fee-Only Financial Planner serving the entire South Orange County, CA area.  Employing a holistic approach, Fiscalis Advisory specializes in advanced financial planning, personal taxation, and investment management for successful individuals, solo professionals, and families.  William Cuthbertson is a CERTIFIED FINANCIAL PLANNER™ and a NAPFA-Registered Financial Advisor, who is also an IRS recognized tax representative.

William Cuthbertson began his career in the financial planning profession in 1999, founding Fiscalis Advisory in 2003 after working with, and studying under some of the most qualified CERTIFIED FINANCIAL PLANNER™ professionals in the country.

After earning an honors MBA from the Walker School of Business and Technology at Webster University, Mr. Cuthbertson received his graduate certificate in personal financial planning from the University of California, Irvine. Shortly thereafter, he completed CFP Board's comprehensive qualification process, earning the right to use the CFP® marks as a board certified financial planner. As a tax specialist, he has also been admitted to practice before the IRS, and State taxing authorities as an Enrolled Agent.

In addition to these marks of distinction, Mr. Cuthbertson is also a NAPFA-Registered Financial Advisor, a Registered Life Planner®, with Kinder Institute, and a member of the Alliance of Comprehensive Planners.

Mr. Cuthbertson is a former board member of the nationally based Alliance of Comprehensive, and is a past President and Chairman of the Financial Planning Association of Orange County  Board of Directors. He frequently speaks on personal finance for the popular Financial Empowerment & Estate Literacy created It's Your Money series.

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FISCALIS ADVISORY is a professional financial planning firm focused on creating personalized solutions for your advanced financial planning and money management needs. The Fiscalis method of practice brings together the fields of taxation, investment management, and advanced planning; integrating them into a financial life solution driven by your personal goals and objectives.

Whether you're in search of smart wealth protection and management, or facilitated wealth accumulation, building a lasting relationship with a professional who can provide OBJECTIVE ADVICE is of utmost importance.

Most 'financial advisors' are actually specialized sales advisors who work in an environment where doing what is best for you is a secondary concern.

FISCALIS ADVISORY turns this concept on its head.

Your FISCALIS advisor is a fiduciary level tax advisor, investment specialist, and board certified financial planner, who is guided by a simple concept; doing what is best for you, at all times, and in all engagements.

Additionally, FISCALIS ADVISORY works strictly in Fee-Only engagements. This means no compensation is received for the sale or recommendation of financial products or services. The purpose behind this compensation method is to maximize your certainty that all recommendations are made in YOUR BEST INTEREST without any financial incentive to do anything other than enhance your overall financial success, and PEACE OF MIND.

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