Bill Koehler is a Wealth Manager for Kingsview Wealth Management, a Registered Investment Advisor (RIA). He runs Kingsview’s branch office in Lindenhurst, NY, where he serves on the Chamber of Commerce and takes pride in his ties to his local community.
Bill has a passion for education, and he enjoys working with multiple school districts where he has organized a program to help students understand the importance of learning to manage their assets at a young age.
Prior to his career at Kingsview, Bill was a Financial Advisor at Edward Jones, where his dedication to client service helped him double the size of his advisory practice in under 12 months. He also broke the national company record for client results and satisfaction. Prior to beginning his career in financial services, Bill worked as a software engineer and produced code that he sold to a Fortune 500 Internet company. Bill first realized his passion for helping others when he worked on Cablevision’s Business Development team where he ranked in the top 10 percent in the company while developing a customer relationship management tool to help manage current and prospective clients.
When he isn’t at the office using his background in both finance and engineering to help clients solve complex financial planning problems, Bill enjoys spending time with his wife, surfing, golfing, and bowling.
Bill currently holds the series 66, as well as Life, Accident, and Health licenses.