BACK TO OUR TEAM

Bill Kriesel, CPA/PFS, CFP, AEP

PARTNER

Our financial planning services are always tailored to the needs of our client.  We start by listening to you then we put in a plan that is most able to meet those needs and fits within your tolerance for risk. We work with you over the years to monitor results and make certain the plan stays appropriate.”

CONTACT BILL:

BACK TO OUR TEAM

Bill Kriesel, CPA/PFS, CFP, AEP

PARTNER

Our financial planning services are always tailored to the needs of our client.  We start by listening to you then we put in a plan that is most able to meet those needs and fits within your tolerance for risk. We work with you over the years to monitor results and make certain the plan stays appropriate.”

CONTACT BILL:

Expertise

  • Personal Financial Planning
  • Estate Planning
  • Succession Planning
  • Cash Management and Risk Management
  • Retirement and Accumulation Planning
  • Investment planning
  • Taxation

Background

Bill Kriesel is a Certified Public Accountant with over 30 years of tax and accounting experience. Recognizing the lack of a comprehensive approach to personal financial planning services, Bill built on his CPA experience to become a Certified Financial Planner™, Accredited Estate Planner, Registered Principal, Life Accident & Health Agent, and Personal Financial Specialist.

Bill was honored as a recipient of the inaugural “40 UNDER 40” award, which recognizes 40 people under the age of 40 who have excelled in the workplace and in the community.

Bill’s planning services are supported by the teams at Bowers and Company, CPAs, PLLC and Diversified Capital Management, LLC., who assist clients nationwide. Diversified Capital Management is a financial planning firm, securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC, 110 West Fayette Street, 5th Floor, Syracuse, NY 13202, with four planners offering a full range of security and insurance products.

A life-long Syracuse resident, Bill lives with his wife, Kelley in Manlius. Active in the community, Bill has coached soccer and baseball, served on charitable boards and various organizations. Bill enjoys traveling, usually to wherever his kids are, or to a beach area to enjoy seafood, scuba diving and being with his family.

Professional Affiliations & Community Involvement

  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – New York State Society of Certified Public Accountants (NYSSCPA)
  • Past Chair – Financial Planning Committee for the NYSSCPA
  • Member – Estate Planning Council of Central New York
  • President, Board of Directors – Literacy CNY
  • Past President & Board Member – Estate Planning Council of CNY
  • Past Member, Board of Directors – Treasurer of Home Aides of Central New York, Inc.
  • Past Treasurer of the Board of Directors – Syracuse Opera Company, Inc.
  • Past President – Baldwinsville Kiwanis Club
  • Youth soccer coach – WOYSA, Fayetteville-Manlius recreation and the CNY Family Sports Center.

 

 

 

Securities offered through Cadaret Grant & Co., Inc., Member FINRA/SIPC.  Investment advisory services offered through ETFidea, LLC, a Registered Investment Adviser.  Fee-based financial planning offered through B&C Planning, a Registered Investment Adviser.  Cadaret Grant, ETFidea, B&C Planning, and Diversified Capital Management are separate entities

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Bowers & Company CPAs - Accounting Services Firm in Syracuse and Watertown NY