William J. Moeckel, MS, CFA, CFP™

Bill is the Founder and President of WJM Financial, LLC, a fee-only financial planning and wealth management firm located in Bedford, New Hampshire.  He is a Certified Financial Planner™ and he has earned the Chartered Financial Analyst (CFA) designation.  Uniquely qualified in the areas of financial planning and personal wealth management, Bill specializes in the fields of retirement planning, portfolio management, and creating financial plans tailored to each client’s unique goals and circumstances. 
 
Bill earned a bachelors degree from Boston College, and a masters degree in personal financial planning from Bentley College Graduate School of Business, where he graduated with high distinction.  While at Bentley, Bill completed advanced coursework in investments, asset allocation, individual and corporate income taxation, estate planning, and personal risk management.  He also earned the Master Financial Planner™ designation from Bentley College.
 
Prior to founding WJM Financial, Bill was a financial planner at The Harbor Group, Inc. where he provided financial planning and investment advice to individuals and small businesses throughout New England.  He was also responsible for that firm’s investment research, asset allocation models, and advanced financial planning methods.  Bill previously worked as a financial planner at Ballentine, Finn & Company where he provided financial and investment advice to high net worth individuals and business owners.
 
Bill has been quoted in The Wall Street Journal, Newsweek Magazine, The Dow Jones Newswire, Fidelity Stages Magazine, Financial Planning Magazine, and MorningstarAdvisor.Com for articles related to investment portfolio management and retirement planning.  He has appeared on WMUR television and WGIR radio to discuss financial planning related matters, and he has presented information on financial planning and investment related topics as a guest speaker for professional organizations.  He has completed numerous marathons and triathlons, and lives in Bedford, New Hampshire with his wife, Jennifer.

 

        
 

Jean Fullerton, CFP

Jean is a partner in WJM Financial, LLC.  She has had over 15 years of business experience, including engineering management, in addition to her experience in  fee-only financial planning.  She has degrees from Tufts and  Northeastern Universities, and received her Financial Planning education from Boston University.  She is a Certified Financial Planner, a licensed insurance consultant, and a registered advisor with the National Association of Personal Financial Advisors.   Because of her expertise, Jean has been invited to train other financial planners in how to create optimal financial plans, at the NAPFA regional and national conferences.  A variety of publications have quoted Jean, including Consumer Reports, Good Housekeeping, and the Wall Street Journal.

Jean is in the process of building an Energy Star home in New Hampshire.  For those clients with an interest, she can offer them options for 'sustainable' investing.

In addition to NAPFA, Jean is a member of the Financial Planning Association, the National Association of Tax Professionals, and the New Hampshire Estate Planning Council.

 


 
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