MEET OUR PRESIDENT
William R. Henzey, CPA, CFP®, CFS

William R. Henzey, CPA, CFP®, CFS, is the head of Financial Guidance Group, the financial advisory network he founded.  He began his career in 1980 as a public accountant specializing in taxes.  After the urging of his clients who wanted to work with a financial advisory firm that could provide clients with comprehensive financial direction, Bill developed what was to become Financial Guidance Group in 1989.  Today, through the Financial Guidance Group network, every aspect of a client`s financial picture can be executed under one roof.

Bill has distinguished himself as a knowledgeable, independent and trustworthy financial adviser.  In addition to being a Certified Public Accountant, he is a Certified Financial Planner® practitioner, a Certified Funds Specialist and a licensed real estate agent.  Bill is a registered investment adviser representative of Financial Guidance Investment Advisers, Inc., the group`s registered investment advisory firm.  He is a registered general securities representative of Sigma Financial Corporation, a nationally recognized broker/dealer head quartered in Ann Arbor, Michigan.  Bill holds Series 7, 63 and 65 licenses with the National Association of Securities Dealers (NASD), as well as life insurance, health insurance and variable annuity licenses.  He is President of CFG Insurance Agency, Inc., the group`s insurance agency.  Bill is also President of Financial Guidance Tax Preparation, Inc., the group`s individual and business tax preparation concern.

Bill regularly appears as a financial contributor to the Fox 8 In The Morning TV program and has appeared periodically on financial matters on News Channel 5 in Cleveland.  He has been quoted in variety of publications including the Cleveland Plain Dealer, Ohio Magazine, Cleveland Magazine and Inside Business Magazine.  Bill frequently teaches continuing education courses to CPAs and realtors on various financial topics including Section 1031 tax-free exchanges.

Besides serving the community in the financial services arena, Bill assists the community with his involvement in many civic projects.  Bill currently is a member of the City of Olmsted Falls, Ohio Parks and Recreation Board, where he volunteers his time on administering a variety of park and recreational programs for Olmsted Falls residents.  He also lends his time to his church, St. Mary of the Falls in Olmsted Falls, Ohio and the parish's school.  Bill is a member of the school's Advisory Council and Development Committee, and is a past member of the school's Endowment Fund Burse Committee.  He has also served as President and Treasurer of his local homeowners association.

Bill is a native Clevelander and a graduate of the University of Akron.  He and his wife, Wendy, have two children and reside in Olmsted Falls, Ohio.

Email: whenzey@fgg.net