William H. Bunch, II CFP<sup>&reg;</sup> - Financial Advisor

William H. Bunch, II CFP®

President

Maze Financial Planning, LLC

400 Market Street Suite 105B
Chapel Hill, NC 27516
FINANCIAL ADVISOR'S WEBSITE
(919) 929-4103

General

William Bunch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Maze Financial Planning, LLC in Chapel Hill, NC and the surrounding communities.

Financial Advisor Experience

I am young, but I have a business model which is superior in cost effective use of markets. Economies of scale can have a dramatic impact on cost reduction and too often do I see people come to me with high fee portfolios. I did not start this business, my dad did after decades of helping families with their taxes. While I have only been working as an advisor since 2016, I began preparing tax returns in 2011 and conducting portfolio analysis in 2012. I am most familiar with tax planning, charitable planning, investment management and retirement planning. As I was studying to become a CFP(R), I was tested in classes on old tax law and on new tax law for my official board test. I look forward to learning more about my clients and adapting what I do so I can best serve them since.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Personal Taxes

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