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


William Chenette
Financial Advisor
Zephyr Investment Management Inc
United States, California, Westlake Village
About Me
Profile Information
Financial Advisor
Zephyr Investment Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Westlake Village
California
United States
Jan 11, 2025
More profiles to browse
VM
Vanessa Moore
Financial Advisor
CM
Cheryl Munoz
President
MR
Marsha Roubidoux
Founder, Financial Advisor and Investment Strategist
JC
Jean-Paul Chenette
Financial Advisor
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
PM
Prtima MISHRA1
Software Engineer
PA TEST