Profile

Mr. William Cuthbertson, CFP®, EA, MBA

Fiscalis Advisory, Inc.

Contact Details

Fiscalis Advisory, Inc.
30320 Rancho Viejo Rd
Suite 100
San Juan Capistrano, CA 92675
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Primary: 949.429.5995

Social Links


Bio

Bill is a native Southern Californian who came to the financial planning profession in 1999. Shortly after joining ACP in 2003, he opened Fiscalis Advisory, Inc, in San Juan Capistrano, California, where he serves a focused client base of widows, retirees, and professionals. 

Bill holds an honors MBA from the Walker School of Business at Webster University, and a graduate certificate in Personal Financial Planning from the University of California at Irvine. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Specialist in Planned Giving, and Enrolled Agent.  

An active member of the profession, Bill has served on the ACP Board of Directors, is currently the Chair of the Technology Committee, and is a past president and chair of the FPA of Orange County Board of Directors.

Professional Credentials/Designations

  • CFP®
  • EA
  • MBA

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Job History

Fiscalis Advisory, Inc.
Founder
San Juan Capistrano, CA, United States
April 2003 - present

Tarbox Group, Inc.
Financial Planner
Newport Beach, CA, United States
August 2000 - May 2003