William Kaiser
Profile
Mr. Kaiser, a long-time and well-known leader in Delaware financial planning, has joined Affinity Wealth Management as Director of Financial Planning.
He is a native Delawarean & has over 15 years of financial planning experience.
A graduate of the Tatnall School and St. Lawrence University with a BA degree in Religious Studies, he has helped over 1,000 individuals and families develop personal financial plans during that time.
Mr. Kaiser earned national accreditation as a Certified Financial Planner (CFP) in 1990.
Formerly, he was an executive with the American Express Co. and he ran his own business for 5 years.
Former positions of William Kaiser
| Companies | Position | End |
|---|---|---|
Affinity Wealth Management, Inc.
 Affinity Wealth Management, Inc. Investment ManagersFinance Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses. | Portfolio Manager-Equities | 30/12/2006 |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| AMERICAN EXPRESS COMPANY | Finance |
| Private companies | 1 |
|---|---|
Affinity Wealth Management, Inc.
Affinity Wealth Management, Inc. Investment ManagersFinance Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses. | Finance |
- Stock Market
- Insiders
- William Kaiser
