William Simpson (BS, CFP®, MBA)

Additional Information

Bill Simpson is a managing partner at Resolute Financial, LLC, a fee-only financial planning and investment management firm located in Portsmouth, New Hampshire and Newburyport, MA. He brings to the firm over 20 years of professional experience working with individuals and corporations to develop and implement solutions to complex financial and management issues. He became a Certified Financial Planner TM practitioner after earning a certificate in Financial Planning from Boston University, meeting the experience requirement, and passing the rigorous 10-hour Certified Financial Planner TM exam. In addition, he has a Bachelor Degree in Mechanical Engineering from Worcester Polytechnic Institute and a MBA from Boston College where he graduated with honors. Prior to founding AFP, Bill was employed at The Harbor Group, a wealth management firm in Bedford, New Hampshire, providing financial planning and investment management services to affluent individuals and families. Bill is a member of the Financial Planning Association, and has the New Hampshire Accident, Health, and Life Insurance License, which enables him to offer insurance consulting services.