Professional photo of William Bean

I enjoy playing drums, guitar, and singing, and my two-year-old daughter and I do a mean duet of “A Whole New World” from Disney’s Aladdin.
William Bean
Principal, CFP®, CPWA®

Experience

As a relationship manager in our wealth management group, my passion is helping successful families grow, manage, and protect the wealth they’ve worked so hard to create. I specialize in personal financial planning, comprehensive investment consulting, income tax planning, multigenerational estate planning, life insurance planning, and advanced wealth transfer techniques.

Acting as a personal CFO for my clients, I’m known for providing holistic financial guidance that aligns with their unique and individual needs, as well as delivering comprehensive wealth management strategies to optimize their investments and personal balance sheets.

The core of this work is forming strong relationships with individuals and their families. Often, the way to do this is with simple conversations, where I get to know their personal story. Clients count on me to listen to and understand their most important concerns in order to formulate ideas toward achieving their unique financial goals. Having these close relationships allows me to provide candid observations and recommendations, even when difficult — an attribute my clients have said they appreciate.

During my more than 10-year career with the firm, I have found satisfaction in helping my clients navigate one of the most important parts of their lives — achieving long-term financial independence for their families. I’ve also had the privilege of mentoring young staff and providing them the same opportunities that I was afforded by Plante Moran early on in my career.

Outside of work, my wife and I enjoy traveling, music, and raising our daughter, Henley — she is our pride and joy. Otherwise, my favorite individual hobbies are fishing and golfing.

I was recognized as a 2017 Five Star Wealth Manager. I’m affiliated with the Certified Financial Planner Board of Standards and the Investment Management Consultants Association. I received B.A. in finance from Michigan State University.