Perfil
Mr. William C.
Cibulas is an Senior Investment Advisor at Capital Investment Advisors LLC.
He is a member of the CIA Investment Committee.
He provides individual portfolio management services and advises clients on a variety of other financial decisions.
Prior to joining Capital Investment Advisors LLC, Mr. Cibulas operated his own law firm and worked with the CPA accounting firm Capital Accounting & Tax.
By leveraging his previous experience as a tax and estate attorney he is able to provide a comprehensive approach to financial planning that helps ensure his clients’ investment, estate, and tax strategies support one another.
His client base includes both business professionals and retirees.
He obtained his J.D.
from Albany Law School, Union University, in Albany, New York.
He earned a B.S.B.A. degree in Finance from The Ohio State University in Columbus, Ohio.
He is also a Certified Asset Protection Planner
Cargos activos de Bill Cibulas
| Empresas | Cargo | Inicio |
|---|---|---|
Capital Investment Advisors LLC
Capital Investment Advisors LLC Investment ManagersFinance CIA creates a custom-designed portfolio that is carefully crafted to meet client’s risk tolerance, income needs, time horizons, and overall objectives, typically managed with a blend of both income- and growth-oriented investments. | Miembro del Comité de Inversión | 01/07/2015 |
Formación de Bill Cibulas.
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Capital Investment Advisors LLC
Capital Investment Advisors LLC Investment ManagersFinance CIA creates a custom-designed portfolio that is carefully crafted to meet client’s risk tolerance, income needs, time horizons, and overall objectives, typically managed with a blend of both income- and growth-oriented investments. | Finance |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Albany Law School
Albany Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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