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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Focus Youniversity (155690) 8 years, 6 months Dec 2010 - Present
William Pitney Advisory Services 16 years, 5 months Jan 2003 - Present
Lincoln Financial Advisors 8 years Dec 2002 - Dec 2010
Lincoln National Life Insurance Co 7 years, 4 months Dec 2002 - Apr 2010

Designations & Memberships

  • Centre for Fiduciary Excellence
    Membership
    Centre for Fiduciary Excellence
    CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Registered Financial Consultant
    Designation
    Registered Financial Consultant
    Supplemental online designation for already-certified advisors who are interested in additional knowledge in the wealth management industry

Articles and Answers

Insights by William Pitney

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 28, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 24, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Focus Youniversity, LLC

Last updated on May 15, 2019
    • $7.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 43
      Accounts
    • $177.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees