William Cuthbertson, MBA, EA, CFP®
San Juan Capistrano, California Financial Planner
WILLIAM CUTHBERTSON began his career in the financial planning profession in 1999, founding Fiscalis Advisory in 2003 after working with, and studying under some of the most qualified CERTIFIED FINANCIAL PLANNER™ professionals in the country.
After earning an honors MBA from the George Herbert Walker School of Business & Technology of Webster University, Mr. Cuthbertson received his graduate certificate in personal financial planning from the University of California, Irvine. Shortly thereafter, he completed CFP Board's comprehensive qualification process, and earned the right to use the CFP® marks as a board certified financial planner. As a tax specialist, he has also been admitted to practice before the IRS, and State taxing authorities as an Enrolled Agent.
In addition to these marks of distinction, Mr. Cuthbertson is also a NAPFA-Registered Financial Advisor, a Registered Life Planner®, and a member of the Alliance of Cambridge Advisors.
Mr. Cuthbertson is active as a leader in the profession. He is a former board member of the nationally based Alliance of Cambridge Advisors, and currently serves as President-Elect of the Financial Planning Association Orange County Chapter Board of Directors. He frequently speaks on personal finance for the popular Orange County Foundation sponsored It's Your Money seminar series.
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