William Ehrbar
Senior Financial Planner
William has been working in the wealth management industry since 2012. He began his career in investment management and over the years has developed experience in holistic financial planning, estate planning and tax planning. For William, every financial plan starts with trust. He is passionate about building long-term relationships with members.
He earned the CFP® (Certified Financial Planner) and IRS Enrolled Agent (EA) designations.
Specialities: Investments, financial planning and tax planning
William currently lives in Cleveland, OH with his wife and daughter. In his free time, William loves to exercise, watch sports, read about history and travel. His wife Nathalie is French-American and he currently is trying to learn French as both he and Nathalie want their daughter to be bilingual.
Education: The University of Chicago, B.A. | Regis University, M.S.
"If I'm an advocate for anything, it's to move. As far as you can, as much as you can. Across the ocean, or simply across the river. The extent to which you can walk in someone else's shoes or at least eat their food, it's a plus for everybody. Open your mind, get up off the couch, move" - Anthony Bourdain
Get to know William
