William St. Clair IV, CPA

William St. Clair IV, CPA

856.482.5600
Investment Adviser Representative,
Commonwealth Financial Network
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EXECUTIVE SUMMARY
Bill has a successful record of creating strategic plans to help businesses and individuals gain wealth. Through St. Clair CPAs, P.C. and as an Investment Adviser Representative through Commonwealth Financial Network®, Bill is a sought-after adviser to clients. His combination of degrees in accounting and economics, as well as his personal experience as a successful entrepreneurial, allows Bill to share his knowledge and teach clients how to recognize opportunities for additional profits and grow their business.
INDUSTRY EXPERTISE
  • Franchise operations
  • Service industries (legal, insurance, et al)
  • Schools (for profit and non-profit)
  • Government municipalities
  • Medical services
  • Non-profit organizations
  • Construction
  • Real Estate development and low-income housing
SUBJECT MATTER EXPERTISE
  • Accounting
  • Auditing
  • Financial statements
  • Tax strategies
  • Business consulting
  • Employee benefits
  • Retirement benefits
  • Insurance
  • Investment
  • Wealth management services
PROFESSIONAL & CIVIC AFFILIATIONS
  • Investment Adviser Representative - Commonwealth Financial Network┬«
  • Father Judge High School - Chair of the Board of Directors
EDUCATION
  • La Salle University
    Field of Study: B.S. Accounting and B.A. Economics