William A. Preisz AIF®, CRPS®, CPA
Chief Compliance Officer, Director, Retirement Plan Services, Shareholder
William comes to Preisz Financial from a career in accounting and banking. His CPA training brings a high level of attention to detail when offering plan sponsor services, employee education meetings, enrollment meetings and ongoing plan administrative support.
William graduated from Boston University’s Questrom School of Business with major in Business Administration. He started his accounting career in Portland at Moss Adams, LLP before moving on to Controller and CFO positions with several local banks and financial institutions. Providing the most accurate and useful data to plan administrators and participants is his passion.
Outside of the office, William has been a lifelong supporter of the Scouting America. An Eagle Scout himself, he now leads in the role of Scoutmaster for the troop he participated in as a youth. William feels that Scouting significantly enriched his development as a youth and now endeavors to pay that forward. William also enjoys spending his time with his wife and two young daughters.
Specialties:
- Qualified Retirement Plan Design and Trustee Support
- Qualified Retirement Plan Enrollment
- Education and Administrative Support
- 1:1 Qualified Retirement Plan Participant Check-Ins
Activities:
- Member – Oregon Medical Group Management Association (OMGMA)
- Member – Association of Legal Administrators – Oregon (ALA)
- Member – Oregon Refuse & Recycling Association (ORRA)
- Member – Western Pension & Benefits Council
- Scouting America Troop 150
Education :
- Bachelors of Science in Business Administration, Questrom School of Business, Boston University
Certifications & Designations:
- Certified Public Accountant (CPA)
- Accredited Investment Fiduciary® (AIF®)
- Chartered Retirement Plans Specialist (CRPS®)
Licenses:
- FINRA Series 7 – General Securities Representative - Held through LPL Financial
- FINRA Series 24 – General Securities Principal - Held through LPL Financial
- FINRA Series 6 – Investment Company Products - Held through LPL Financial
- FINRA Series 63 – Uniform Securities Agent - Held through LPL Financial
- Series 65 – Uniform Investment Advisor - Held through Preisz Financial
