Skip to main content (Press Enter).
Login to see members only content
Skip auxiliary navigation (Press Enter).
acplanners.org
Code of Conduct
Skip main navigation (Press Enter).
Toggle navigation
Search Options
Communities
All Communities
My Communities
Member2Member
Board Community Cafe
Find A Member
Network
Post a Message
Share a File
Contact a Board Member
Resources
Member Benefits Guide
Technology Resource Hub
ACP Partners
Financial Focus Newsletter
Member Blogs
Searching ACPConnect
ACPConnect Quick Search Tips
Members Only Library Quick Search Tips
Profile
Bill Mulvahill, CFP®, CPA
Trailhead Planners
Contact Details
Trailhead Planners
321 W. 48th Street
Minneapolis, MN 55419
Primary: (612) 817-1085
Mobile: (612) 817-1085
bill@trailheadplanners.com
×
Enter Password
Enter Password
Confirm Password
Social Links
Trailhead Planners
Bill Mulvahill, CFP®, CPA
Profile
Bio
As a partner at Trailhead, Bill Mulvahill aims to provide deeper financial advice to a smaller client base than traditionally allowed for in the typical advisory firm model.
He has a strong and diverse background in the financial services industry that puts him in a unique position to offer comprehensive financial and tax advice. Prior to building his financial planning practice, he spent time working as an investment analyst for a large Wall Street investment bank as well as a senior tax accountant in the private wealth group for a big four accounting firm. After these formative experiences, he took his investment and tax skills to the world of personal financial planning, working as a financial planner for a number of years in the Minneapolis-St. Paul area.
Bill has a bachelor’s degree in finance from the University of St. Thomas and a masters degree in taxation from the University of Minnesota’s Carlson School of Management in Minneapolis, Minnesota. He is a
Certified Financial Planner™
and a
Certified Public Accountant (CPA)
registered with the Minnesota Board of Accountancy. He is also a proud member of the
National Association of Personal Financial Advisors (NAPFA)
, the
XY Planning Network
, the
Minnesota Society of Certified Public Accountants (MNCPA)
and the
American Institute of CPAs (AICPA)
. Currently, Bill and his wife, Kelly, live in the Minneapolis area with their yellow lab, Max. In their free time, they enjoy reading, golfing and planning their next adventure out west.
Professional Credentials/Designations
CFP®
CPA
Serving Clients Living In
CO
MN
VA
Accepting New Clients
Yes
Offers Remote Appointments
Yes
Communities
All Communities
My Communities
Find A Member
Network
Post a Message
Share a File
Contact a Board Member
Resources
Member Benefits Guide
Technology Resource Hub
ACP Partners
Financial Focus Newsletter
Member Blogs
Searching ACPConnect
ACPConnect Quick Search Tips
Members Only Library Quick Search Tips
©2022 Alliance of Comprehensive Planners, Inc. | Formerly Alliance of Cambridge Advisors, Inc. | All Rights Reserved.
Powered by Higher Logic