William E. Frisco, Certified Financial Planner®, and Investment Advisor, is a Senior Vice President at one of the world’s largest global asset management firms. He has more than 20 years of experience managing growth and retirement portfolios for individuals, trusts, corporations, and foundations and is a retirement consultant for 401(k)s and other corporate retirement plans. Mr. Frisco is a member of the American Institute of Certified Public Accountants and the Financial Planning Association. He holds a B.A. in economics from Duke University and an M.B.A. from Tulane University. In 2014, The Financial Times included him in their “National List of Top 400 Financial Advisors”.