Bill Kelso, a seasoned CERTIFIED FINANCIAL PLANNER™ and Retired CPA, has retired after more than 40 years of experience in the financial services industry, with over 30 years specializing in financial planning and investment advisory. Throughout his career, Bill has demonstrated an unwavering commitment to serving his clients and handling the most complex financial planning opportunities with diligence, humor, and sincerity.
During his career, Bill was involved in all aspects of client service, from developing new client relationships for his firm to managing existing client relationships. He specialized in tax and retirement planning, as well as portfolio strategies, and helped create, implement, and monitor client planning strategies.
Bill's financial expertise is both deep and broad, having worked at a Big 8 accounting firm and American Express Financial Services. He was also heavily involved in developing fee-only advisory services as part of a national task force at SunAmerica Securities. These experiences led him to start his own firm, Financial Planning Strategies Group, where he realized the benefits of smaller, more dynamic firms in serving clients.
In addition to being a CFP® and CPA (RET), Bill earned a Bachelor of Accounting and Business Administration from Adams State University in Alamosa, Colo.
Bill and his wife Laurie live in Sedona, where they enjoy hiking and exploring the scenic outdoors. We wish Bill well on his adventures in retirement.
If you wish to connect with Bill on a personal level, please feel free to reach out to us.
Wilson Kelso is not licensed and cannot give investment advice or transact in securities or investments. All investment advice and transactions are conducted by licensed professionals of Pinnacle Financial.