William D Gombatz

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Professional

In addition to financial planning and values-based planning for the past 28 years, Bill earned his bachelors degree in Sociology / Philosophy from the College of Holy Cross in Worchester, MA in 1978, achieved his CFP designation in 1992, ChFC designation in 2003, and CLTC designation in 2010.

Bill serves as the Senior Investment Specialist for Northwestern Mutual Financial Network, Financial Advisor for Northwestern Mutual Wealth Management Company, Registered Representative of Northwestern Mutual Investment Services, LLC and Insurance Agent of Northwestern Mutual. He holds the Series 6, 7, 9, 10, 22, 63, 65 and Life, Health & Variable Insurance Licenses.

Bill has been a qualifying/life member of the Million Dollar Round Table (MDRT) for many years (1995-1998, 2000-2007). MDRT is the premiere association of financial professionals.  He is also a member of the National & Hartford Association of Insurance & Financial Advisors - NAIFA/HAIFA.