William Kaiser

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Finance

Profile

Mr. Kaiser, a long-time and well-known leader in Delaware financial planning, has joined Affinity Wealth Management as Director of Financial Planning.
He is a native Delawarean & has over 15 years of financial planning experience.
A graduate of the Tatnall School and St. Lawrence University with a BA degree in Religious Studies, he has helped over 1,000 individuals and families develop personal financial plans during that time.
Mr. Kaiser earned national accreditation as a Certified Financial Planner (CFP) in 1990.
Formerly, he was an executive with the American Express Co. and he ran his own business for 5 years.

Former positions of William Kaiser

Companies	Position	End
Affinity Wealth Management, Inc. Affinity Wealth Management, Inc. Investment ManagersFinance Affinity employs fundamental, technical, cyclical, and charting analysis methods in developing investment strategies for their clients.	Portfolio Manager-Equities	2006-12-30
AMERICAN EXPRESS COMPANY	Corporate Officer/Principal	-

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