BILL HOUCK, CFP® Financial Advisor

Bill Houck is Financial Advisor at Modera Wealth Management.

Professional Credentials and Education

Bill holds the Certified Financial Planner (CFP^®) professional credential.  He received a Bachelors of Science in Business Administration from the University of Delaware, with a minor in Economics.   

Associations

Bill is a member of the National Association of Personal Financial Advisors and is a NAPFA Registered Financial Advisor.  He is also a member of the Westwood Chamber of Commerce.

Accolades
Bill has presented a variety of educational seminars focusing on areas such as how to ride out financial crises, how to manage wealth through challenging times, and how to develop and follow smart financial strategies.  His articles and quotes have appeared in prominent publications, including:

 •  The Newark Star-Ledger         •  New Jersey Newsroom         •  InvestmentNews

 •  SmartMoney                          •  Motley Fool

Bill began his 12-year wealth management career working at Vanguard, first in Investor Information, then as a Brokerage Trader, Business Development Specialist, Retirement Advisor, and finally as a Financial Planner, where he was responsible for developing financial plans to help clients achieve their goals.  Before joining Modera, Bill was with UBS, where he was Associate Director, Wealth Planning, responsible for training advisors on various financial planning and asset allocation tools.

Public Service

Bill is a volunteer for Kiplinger's Retirement Hotline and the NAPFA Money Bus, both of which provide free financial advice to interested New Jerseyans.

Personal
Bill, his wife, Jennifer, and their two sons reside in Paramus, New Jersey.