Meet your partner
William Toczylowski
Professional Background
- Certified Financial Planner®
- One of the founding members of NerdWallet Wealth Partners.
- More than 10 years experience in wealth management at leading firms including Capital Group, BNY Mellon Wealth Management and Fidelity Institutional Asset Management.
- Earned a BS in finance and economics from Providence College and a Certificate in Financial Planning from New York University.
Specialties:
Financial PlanningInvestment StrategyTax StrategyRetirement PlanningEquity Compensation Planning
Outside the Office
- I enjoy golf, hiking, snowboarding and playing chess
- I had a bit of an abnormal childhood in that my family moved 4 times across 4 different states by the time I was 15 years old.
- Favorite sports teams: US Mens/Womens Soccer, PC Friars Basketball, STL Cardinals, Chicago Blackhawks/Bulls, New England Patriots (go ahead and hate me)
