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William T. Kriesel, CPA/PFS, CFP®/AEP

Bill is a Registered Principal associated with Cadaret, Grant & Co., Inc., a FINRA member firm and is a Managing Member of Diversified Capital Management, LLC .

Prior to his role as one of the founding partners of Diversified Capital Management, LLC, Bill was the proprietor of his own accounting firm as well as having experience working within two other accounting firms locally. Bill is currently a partner in the tax department at Bowers & Company CPAs, P.L.L.C and the partner in charge of the financial planning subsidiary B&C Planning Services, LLC.  Bill is also a Managing Member of ETFidea, LLC. He holds a Bachelor of Science degree in Accounting from LeMoyne College and is a licensed CPA in New York State.

Bill's areas of practice include comprehensive financial planning, estate and retirement planning, insurance planning, investment planning, education planning, and business advisory services.


PROFESSIONAL ACTIVITIES

  • American Institute of Certified Public Accountants (AICPA),Member

  • New York State Society of Certified Public Accountants (NYSSCPA),Member

  • Financial Planning Committee for the NYSSCPA, Past Chair

  • Estate Planning Council of Central New York, Past President

HONORS

  • 40 Under 40 Award recipient-1998, sponsored by M&T Bank (recognition given to Central New York business and civic leaders)


LICENSES and DESIGNATIONS

  • Series 7, Series 63 and Series 24 (General Securities Principal) Securities Licenses

  • Life, Accident and Health Insurance License (New York State and Florida)

  • Certified Financial PlannerTM (CFP®)

  • Certified Public Accountant, New York, 1989

  • Accredited Estate Planner (AEP®)

  • Personal Financial Specialist  (PFS), a sub-designation for CPAs active in financial planning

CIVIC and CHARITABLE ACTIVITIES

PUBLICATIONS

  • The Pluses and Minuses of Variable Annuities - CPA Journal - September 2015
  • Contributing Writer - National Income Tax Workbook


120 Madison Street, 1700 AXA Tower II
Syracuse, NY 13202
Phone: (315) 472-6221
Fax: (315) 701-2789
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 we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. 

Investment products and services available only to residents of:  New York, Florida, California, Maine, Massachusetts,Colorado, New Jersey, Connecticut, Virginia, South Carolina, Washington, Georgia, Maryland, Alabama and Indiana .

Securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC
110 West Fayette Street, 5th Floor, Syracuse, NY 13202

Diversified Capital Management, LLC and ETFidea, LLC  are not affiliated with Cadaret, Grant & Co., Inc.



This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.