MANAGEMENT

William I. Kissinger, CPA/PFS, CFP®

President, Kissinger Financial Services, Inc.

Kissinger Advisory, Inc.

 

Bill Kissinger has been in the tax and financial planning business for 35 years and is dedicated to helping clients realize their financial goals and dreams.  Kissinger Financial Services, Inc. specializes in writing personal financial plans for clients, then monitoring the portfolio with an exclusive quarterly “Client Communiqué.”  Tax strategies, education funding, retirement planning, estate planning and corporate planning around out this full service company.

 

EDUCATION

 

  • 1962 – Bel Air High School
  • 1972 – Certified Public Accountant
  • 1974 – University of Baltimore – Bachelor of Science in Accounting
  • 1989 – College of Financial Planning, Denver, Colorado – Certified Financial Planner

 

CERTIFICATIONS

 

  • Registered Representative of Sanders Morris Harris Inc.
  • PFS – Personal Financial Specialist
  • CFP – Certified Financial Planner®
  • CPA – Certified Public Accountant

 

PERSONAL ASSOCIATION AND AWARDS

 

  • FPA – Financial Planning Association
  • Conducts financial planning seminars for both professional and civic organizations and many corporations in Maryland, Washington D.C., Virginia and Delaware
  • Course instructor for the Office of Corporate Extended and Executive Education at Towson University 1990-2002.
  • Course instructor for The Community Colleges of Baltimore County 1992-1999.
  • Past President of Baltimore Association for Financial Planning

 

 

 

MANAGEMENT

 

 

Edward W.H. Kissinger, CFP® ChFEBCSM CFEdTM

Vice President, Kissinger Financial Services, Inc.

 

Ned started with Merrill Lynch in Washington DC in 1999.  He joined Kissinger Financial Services, Inc. in 2001 as the Vice President. 

 

EDUCATION

 

  • 1995 – St. Paul’s School
  • 1999 – Gettysburg College – Bachelor of Science
  • 2003 – Kaplan College – Certificate of Financial Planning

 

CERTIFICATIONS

 

  • Registered Representative of Sanders Morris Harris Inc.
  • Certified Financial Planner®
  • Chartered Federal Employee Benefit ConsultantSM
  • Certified Financial EducatorTM

 

PROFESSIONAL ASSOCIATION

 

  • Author of “Battle Field of Retirement: Stories and Strategies from the Front Lines”

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  • Contributing Author of “If Nobody Loves you Create the Demand – Workbook”

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  • Contributing Author & wrote forward to “Maximizing Your Federal Benefits: How to Understand Your Benefits”
  • Serves as Financial Planning Educator for the Baltimore Federal Executive Board
  • Speaks throughout Maryland & DC to hundreds of Federal Employees annually
  • Teaches a course at local Universities called Retirement Planning TodayTM
  • Serves on the Board of Trustees for his church – The Finished Work Ministries
  • FPA – Financial Planning Association