William Mulvahill (CFP®, CPA, MBT)
William Mulvahill focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
As a partner at Trailhead, Bill Mulvahill, Certified Financial Planner™ and Certified Public Accountant, aims to provide deeper financial advice to a smaller client base than traditionally allowed for in the typical advisory firm model.
He has a strong and diverse background in the financial services industry that puts him in a unique position to offer comprehensive financial and tax advice. Prior to building his financial planning practice, he spent time working as an investment analyst for a large Wall Street investment bank as well as a senior tax accountant in the private wealth group for a big four accounting firm. After these formative experiences, he took his investment and tax skills to the world of personal financial planning, working as a financial planner for a number of years in the Minneapolis-St. Paul area.
Additional Information
Bill has a bachelor’s degree in finance from the University of St. Thomas and a masters degree in taxation from the University of Minnesota’s Carlson School of Management in Minneapolis, Minnesota. He is a Certified Financial Planner™ and a Certified Public Accountant (CPA) registered with the Minnesota Board of Accountancy. He is also a proud member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, the Minnesota Society of Certified Public Accountants (MNCPA) and the American Institute of CPAs (AICPA). Currently, Bill and his wife, Kelly, live in St. Louis Park, Minnesota with their yellow lab, Max. In their free time, they enjoy reading, golfing and planning their next adventure out west.
NAPFA Start Date
April 30, 2019
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.