Bill has been committed to delivering innovative strategies to assist his clients in attaining financial independence throughout their lives. Bill has provided Wealth Management and Preservation Planning for hundreds of clients for over 35 years. Manby Financial Strategies provides unique strategies based on the clients needs, such as living estate planning, guaranteeing financial independence, maximizing social security benefits, and asset protection planning.
Bill has successfully completed the rigorous qualifications to achieve and maintain the following designations:
NSSA® – National Social Security Advisor
One of only 500 people in the world to obtain a certificate from the only officially recognized Social Security
CLU® - Chartered Life Underwriter
A professional advisor with advanced knowledge of insurance and estate planning matters.
ChFC® - Chartered Financial Consultant
Indicates an advisors ability to effectively apply a comprehensive financial planning process to their clients’ needs.
CFP® - Certified Financial Planner Professional
Indicates the advisor has met the uniform standards of competency, practice and ethics of financial planners through rigorous, validated and professionally administered education, examination, experience and ethics requirements as established by the Certified Financial Planner Board of Standards, Inc.
AEP®- Accredited Estate Planner
The National Association of Estate Planners & Councils awards this designation to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Memberships & Affiliations
Akron Tax & Estate Planning Council – Past President
Society of Financial Service Professionals - Akron Chapter
Financial Planning Association - Northeast Ohio Chapter
National Association of Insurance and Financial Advisors
First United Methodist Church of Cuyahoga Falls – Providing educational assistance
Family Promise – Transforming the lives of homeless families, because every child deserves a home
The Rotary Club of Akron – Primarily serving special needs children
The Ohio State University – Provide scholarships for teachers who want to teach special needs children
Bill has addressed local and national organizations as well as written articles for local and national publications. Bill is Chairman and Chief Executive Officer of Creating Financial Independence, Inc.
Bill lives in Akron with his wife Sally. Together they have raised 4 children and they are now enjoying their 6 grandchildren, who all live within 30 minutes of them.