Bill Nugent
CFP®, EA
Convey Wealth Management
Founder
Bill Nugent
CFP®, EA
Convey Wealth Management
Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bill Nugent, CFP®, EA
Fee-Only financial planner located in Sherman Oaks, CA, serving clients locally and across the country
Meet Bill Nugent
Bill Nugent's 25-year career began with one of the industry’s oldest and most respected wealth management firms. There, he focused on non-profit and public sector clients and drew inspiration from mission-driven professionals who dedicated their careers to caring for others.
Having led hundreds of live workshops during his career, Bill is skilled at expressing complex topics in an understandable manner. He believes in customization and focuses on each client’s goals to drive the investment management process.
In addition to providing personalized attention to his clients, he believes strongly in professional mentorship and enjoys teaching financial planning at UCLA.
Bill is a CERTIFIED FINANCIAL PLANNER™ as well as an IRS Enrolled Agent. He received both his bachelor’s and master’s degrees from the University of Massachusetts at Amherst.
At UMass, Bill met his wife, Suzanne. They now live in Los Angeles, where they raise their 8-year-old son to root for his home team (Go, Dodgers) but still root for their home team too. (Go, Red Sox)
Bill Nugent is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Bill Nugent
Office Locations:
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By Appointment
Sherman Oaks, CA 91423