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Bill Lazar

Manager CFP® Traverse City Wealth Management
231-932-5622
Specializes In: Wealth Management

My wife and I had the opportunity to study abroad at Cambridge University for a semester where we learned that we both loved to travel and experience other cultures.

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Bill Lazar
Manager, CFP®

Experience

As a member of Plante Moran Financial Advisors, I help high-net-worth individuals and families develop and meet their goals. I specialize in comprehensive wealth management planning and strategies through the lens of holistic financial planning.

I earned a B.S.B.A. in finance from Valparaiso University and hold a Series 65 certification.

 

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