Bill Cleveland is a fee-only certified financial planner, certified public accountant, and personal financial specialist with Preston & Cleveland Wealth Management, LLC, in Augusta and Atlanta, Georgia, where he provides comprehensive financial planning and investment management services to high net worth individuals and retirement plans across the country.
Mr. Cleveland graduated from the the University of Georgia with a BBA in accounting and later received his MBA in personal financial planning from Georgia State University.
Mr. Cleveland is frequently mentioned in national publications, and has been widely quoted in Newsweek, Money, Financial Planning, and Medical Economics and has been interviewed by NBC news. In November 2006, he was named one of the “150 Best Financial Advisers for Doctors" by Medical Economics. He is also a frequent guest speaker on financial and investment planning topics, and has lectured at the J.M. Tull School of Accounting at the University of Georgia in Athens, Georgia. He is also a popular speaker for community and professional groups on financial and investment planning topics.
His memberships include the American Institute of CPAs Personal Financial Planning Division, the Georgia Society of CPAs, the National Association of Personal Financial Advisors, and the Paladin Registry.
Mr. Cleveland can be reached at firstname.lastname@example.org or 706-855-0170.
Preston & Cleveland Wealth Management, LLC (website: http://www.preston-cleveland.com)
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