Meet your partner
William Toczylowski
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 Planning
Investment Strategy
Tax Strategy
Retirement Planning
Equity 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)