As founder of Pinnacle Wealth Planning Services, Inc., Bill has provided general counsel for over 100 closely-held companies with sales from $500,000 to over $700 million. He has prepared and delivered over 1000 Comprehensive Personal Financial Plans to high net worth individuals. He has assisted many clients with their complex business financial planning, estate planning and administration, and investment advisory needs. Bill received his BA degree from Kent State University in 1966, his Juris Doctorate from the University of Akron in 1970, and he has a CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning. After 24 years in the practice of law as the senior par

William D. Heichel
Founder, Chairman of the Board & Senior Wealth Manager
Pinnacle Advisors
United States, Ohio, Mansfield
About Me
Profile Information
Founder, Chairman of the Board & Senior Wealth Manager
Pinnacle Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Mansfield
Ohio
United States
Aug 6, 2024
More profiles to browse
DH
David Harbeitner
Senior Wealth Manager, Florida Office
Billy Cunningham
Senior Wealth Manager
Keith Heichel
President & Chief Executive Officer
DW
Dayne Wendling
VP Investment Dept and Senior Wealth Manager
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation