Bill Griffioen is the Principal and Founder of Elite Focus Private Wealth, where he specializes in creating wealth management solutions for high-net-worth clients. He holds both the CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor (CTFA) designations, complemented by an MBA from DePaul University.
He maintains a connection to his alma maters, Calvin College and DePaul University, where he earned his B. A. and M. B. A. , respectively. This academic background forms the foundation of his extensive career in wealth management, which has included roles at Wells Fargo Advisors and Merrill Lynch.
Bill is one of a select group of financial professionals to hold the dual certifications of CFP® and CTFA, giving him specialized expertise in trust and estate advisory.
Read the full overview →They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
Discover additional public profiles from our index.
Looking for someone else? Search here for anyone.