CoverProfile

William Chenette

Financial Advisor

Zephyr Investment Management Inc

United States, California, Westlake Village

About Me

William N. Chenette is a Financial Advisor, specializing in retirement plan consulting. He helps employers with DOL/IRS compliance issues, fiduciary training, human resource best practices, vendor troubleshooting, fee benchmarking, investment oversight and more. He also works directly with employees, helping them to maximize the benefit of their employer-sponsored plan and achieve their retirement savings goals. William graduated Magna Cum Laude from The Master’s University with a degree in business administration and management. He currently holds his securities registration through FSC Securities Corporation, a registered broker/dealer and member of FINRA, SIPC. He enjoys traveling and

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Profile Information

Financial Advisor

Zephyr Investment Management Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Westlake Village

California

United States

Jan 11, 2025

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