About Us

Bill Simpson is the founder and President of Azimuth Financial Planning. He became a Certified Financial PlannerTM practitioner after earning a certificate in Financial Planning from Boston University, meeting the experience requirement, and passing the rigorous 10-hour CFP® exam. As a CFP® and a member of The National Association of Personal Financial Advisors (NAPFA) a fee-only organization of financial planners, he is required to complete 30 hour annually of continuing education, which far exceeds the requirements of most brokers and financial salesmen.  In addition, he has a Bachelor Degree in Mechanical Engineering from Worcester Polytechnic Institute and a MBA from Boston College where he graduated with honors.

Prior to founding AFP, Bill was employed at The Harbor Group, a wealth management firm in Bedford, New Hampshire, providing financial planning and investment management services to affluent individuals and families.  Bill is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and has the New Hampshire Accident, Health, and Life Insurance License. He has appeared on WGIR AM 610 numerous times to discuss financial planning and investment related issues, and has been quoted in the Portsmouth Herald, the Boston Globe, the Baltimore Sun, and the Dow Jones Newswire. In addition, Bill is a contributing author to the 2014 edition of Collaborative Law: Practice and Procedures published by the Massachusetts Continuing Legal Education-New England Publications.

He is active in the Portsmouth Chamber of Commerce, the Rotary Club of Portsmouth, and in volunteer efforts to provide free independent financial advice to consumers as part of the Kiplinger’s Personal Finance magazine’s “Jump-Start Your Retirement Planning Days”, and the "Your Money Bus" nationwide tour put on by the NAPFA Consumer Education Foundation

In addition, Bill has been trained in Collaborative Law and is a member of the Collaborative Law Alliance of New Hampshire. Collaborative Law, most commonly used in the resolution of divorces and other disputes, is a growing practice nationwide and in New Hampshire due to the state’s current climate of shrinking budgets and court closures. Collaborative Law is a method of resolving disputes privately with the help of trained professionals, outside of the court system. Collaborative Law trained professionals work together as a team in order to reach a sustainable resolution. For more information, visit Collaborative Law Alliance of New Hampshire at
www.collaborativelawnh.org.

 


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Azimuth Financial Planning, LLC - 603.373.8793 - info@azimuthplanning.com