William Whidden, CFP has been helping clients plan for and achieve their personal financial goals and dreams in the Columbia River Gorge since 1992. Professionally, Bill has devoted his career to the study of financial goal attainment and wealth accumulation. A graduate of Colby College in Waterville, Maine with a BA in Political Science, Bill began his financial services career with IDS/American Express Financial Advisors as a financial planner. Early in his career path, Bill decided to leave American Express and join an independent Broker/Dealer in order to offer his clients a pure, unbiased level of personalized service and full array of investment products. After earning his Certified Financial Planner designation in 1995, he increased his focus on providing state-of-the-art, personal and wholistic financial planning services to motivated individuals and successful entrepreneurial businesses.
Prior to his entry into the financial services industry, Bill was President of Freedom Sailmakers International, Ltd headquartered on the north shore of the island of Maui in the Hawaiian chain. The precursor to this career in the sailing industry was his position as Vice-President of Sales and Marketing for Windsurfing International, Inc in Torrance, CA. Bill's love of the wind, water and mountains originally attracted him to the Columbia Gorge and the Pacific Northwest.
Bill enjoys spending quality time with his wife, Heather and two adult children Courtney and Ian. Bill is an avid lover of outdoor activities, particularly sailing in the San Juan Islands and Caribbean, biking, back country skiing, tennis, and hiking.