William Bracken

Services Offered: 

Portfolio Management, Investment Management, Retirement Planning, Insurance 

Age:  55

Years of Experience:  29

Educational Background: 

4 year BA degree, Life Underwriter and National Association of Insurance and Financial Advisors

Professional Licenses and Other Qualifications: 

National Association of Insurance & Financial Advisors,  
FINRA Series 65, Series 6, Life Underwriter Training Council Fellow (LUTCF) and Certified Mutual Fund 
Specialist (CMFS)

Mission Statement: 

My objective at Bracken Financial is to build long term relationships with my clients and to help educate them about the different investment options that may best be suited in meeting their financial goals.  By utilizing my investment filtering systems, I am able to give my clients a wide array of personalized investment choices.  I want to bring value to my clients’ lives not by viewing them as a number, but as an appreciated valued client. By understanding my clients’ investment volatility, time horizon and financial situation, I can help to guide them in achieving their financial goals. 
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Types of Investments Handled: 

Mutual Funds, Annuities, International Investments