Bill Woodward

Bill Woodward

LPL Financial Advisor

I am a 25 year veteran of the financial services industry and a long time Colorado resident. I specialize in providing advice and guidance to individuals and families who are saving for, transitioning into, or already in retirement. I provide investment advice, a written plan, and ongoing portfolio feedback.

I have more than twenty years of experience in Retirement Planning, Financial Education and Public Speaking. I have consulted with Fortune 500 Companies including: A.G. Edwards & Sons, Inc, Bank of America, Dale Carnegee, Fidelity Investments, Pacific Life, Tiaa/Cref, Wachovia Securities and Wells Fargo Advisors.

I am a graduate of the University of California, Santa Barbara and have attended the College for Financial Planning. Over the last 15 years I’ve been primarily working with Pre-Retirement Clients and those in transition into Retirement.

Specialties: Retirement Income Planning - I am experienced at transitioning a portfolio and investment plan from the "accumulation or savings phase" into the "distribution or income phase".