Bill Love, CFP®

Specialty: Cash Flow in Retirement

215-348-9393
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Education:

• BS, La Salle University, Philadelphia

In Financial Services since: 1997

With Marshall since:  2004

Past and present affiliations:

• Board member, Financial Planning Association (Philadelphia Area Chapter)

Get to know:

Warm and empathetic, Bill has an engaging way of breaking down complex issues and subjects for his clients. His particular area of specialty is ensuring a reliable cash flow during retirement. “Most people were taught to save for retirement, but when they leave the workplace, they don’t know how to create that monthly paycheck from what they have accumulated. I enjoy planning for cash flow in retirement.”

Bill has always felt a call to financial services, obtaining his Bachelor’s in Finance with an emphasis on Portfolio Management from LaSalle University. He spent several years in client service and consulting positions at The Vanguard Group, Merrill Lynch, and TD Waterhouse before joining Marshall Financial Group.