WILLIAM WRIGHT, CFP® – CO-FOUNDER
William Wright is the co-founder of Pastors Legacy Plan and has been helping individuals, couples and families create their legacy plans for over 3 decades.
He is a thought leader in the financial services industry and a sought after speaker for educational events and conferences. He has a vast understanding of the core fundamentals that accelerate the legacy planning process, including the required elements to addressing the Pastor’s key financial concerns and overall objectives. William has been recognized as an “astute and gracious collaborator” as his primary focus and the measurement of his own success are based on the achievements and value he brings to others.
William began his career in the financial services industry over three decades ago as a life insurance agent in 1981, receiving his securities licenses in 1983 and Certified Financial Planner® designation in 1987. Over the years he’s played an integral role in helping Pastors plan their legacy plans.