Reviews for William Nunn, CFP®

5 Certified Advisor Reviews™

Fantastic Financial advisor

✅ Wealthtender Certified Advisor Review™
Jun 12, 2025
We are so fortunate to have to have William Nunn as our financial advisor! He has been a Godsend for our family! We like his clear approach and appreciate his patience more than he realizes. William is highly knowledgeable concerning all financial aspects and has an extensive network of other professionals to assist when necessary. We highly recommend William as a financial advisor!
Relationship to Financial Advisor: Client as of Jun 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris and Tara Malone
Chris and Tara Malone

William Nunn has been a tremendous advisor and has helped us to fully achieve our financial goals

✅ Wealthtender Certified Advisor Review™
May 21, 2025
William helped us to identify and fine tune our financial goas, which included a move to Mexico and full retirement. We have now accomplished those goals successfully, and it was largely due to the support, guidance, advice and expertise that William brought to th etable. We could not be more grateful and appreciative for his work, and the remarkable technology tools he utilizes, and give our highest recommendation to others. I am a former CPA and have a great deal of financial experience, but what William did for us is not something we could have done for ourselves. We will continue to consult with him from time to time to fine tune our financial affairs.
Relationship to Financial Advisor: Client as of May 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joel and Catalina Ferguson
Joel and Catalina Ferguson

Individualized Approach and Expert Advice

✅ Wealthtender Certified Advisor Review™
May 12, 2025
I've had a fantastic experience so far working with Will. I now feel on track to financial security with his plan in place. He is personable, creative, and caring. I give him my highest recommendation.
Relationship to Financial Advisor: Client as of May 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Stabilize and Grow

✅ Wealthtender Certified Advisor Review™
Mar 26, 2025
William has been a great resource helping me stabilize my finances and grow my wealth early on in my career.
Relationship to Financial Advisor: Client as of Mar 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Claire Fontenot
Claire Fontenot

Professional and Thorough

✅ Wealthtender Certified Advisor Review™
Mar 12, 2025
We've worked with Will on a few financial plans, and we're always impressed with the level of detail he is able to deliver, as well as the professionalism in his presentation.
Relationship to Financial Advisor: The reviewer is a money management professional who does not write financial plans. He receives no compensation for referrals.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Derek Fossier
Derek Fossier