William Toczylowski, CFP®

Experience and education.

William is one of the founding members of NerdWallet Wealth Partners and a Certified Financial Planner®. He brings more than 11 years of wealth management experience. Prior to NerdWallet Wealth Partners, he worked at Capital Group, BNY Mellon Wealth Management, and Fidelity Institutional Asset Management. He holds a BS in Finance and Economics from Providence College and a Certificate in Financial Planning from New York University.