William “Bill” King
Financial Planner
I am a Financial Planner at Harborview Planning & Wealth Management, where my primary responsibility is to provide honest service and financial strategies that help my clients pursue their personal financial goals. With over 14 years of experience in the financial services industry, my mission is to be a trusted financial resource for my community, offering a variety of financial products paired with superb service. I am passionate about financial education as an essential part of life planning, and I'm always happy to share my knowledge with others.
Before my career in finance, I served in the US Army, an experience that instilled in me the values of discipline and service. My motivation comes from the opportunity to help clients retire with dignity and confidence, working towards ensuring they have a solid financial foundation. My grandfather, who entered the industry after WWII, taught me the importance of financial tools, such as using cash value life insurance to buy his first car and home. His influence has shaped my approach to financial planning.
What I enjoy most about my job is solving issues for clients and helping them build a solid plan. I believe the greatest value I provide is helping clients understand exactly what they're invested in and why, which instills confidence in both good and bad markets.
I currently reside in Fort Myers, FL, with my wife, Christine. We have two adult children and two wonderful grandchildren, who bring joy and excitement to our lives. In my free time, I love spending time with my grandkids, as well as hunting, fishing, and shooting. I also enjoy working and training my dog, which provides a great balance to my professional life.