Bill Corley, CFP, RICP | 850 Iron Point Road | Suite 104 | Folsom CA | 95630 (916) 223-4023

Bill Corley, CFP®,  RICP® CA Insurance License #0744952

Bill Corley, CFP®, RICP® CA Insurance License #0744952

California Registered Investment Advisor

Financial Plans for Life

  • Workshops are my way of reaching out to the community about different aspects of financial planning, retirement, and Social Security.
  • I educate about the tax ramifications of Social Security and share information to make the most of the
  • benefits to which they are entitled.
    I encourage people to plan for retirement by helping them to understand withdrawal strategies.
  • I stay current on changes to taxes as they affect retirement savings and withdrawals and share that information in my workshops.
  • You may be planning to retire soon or need to learn about your options.
  • My WORKSHOPS can help you plan for your future.

 See Workshop page for Schedule

Education & Experience

In 1992 I earned my Certified Financial Planner ™ designation. This distinction is the recognized standard of excellence for competent and ethical personal financial planning professionals.

CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. These are just some of the reasons why the CFP® certification is becoming increasingly recognized.

I also earned the RICP designation, consisting of three courses: Retirement Income Process, Strategies and Solutions; Sources of Retirement Income; and Managing the Retirement Plan. RICPs must adhere to a code of ethics and meet continuing education and reporting requirements.

I graduated from CSU Sacramento with honors: B.S. in Business Administration - concentrations in Accounting, Finance, & Insurance.

I have appeared on KCRA Channel 3 News, Fox 40 News, and been quoted in the SACRAMENTO BEE and SACRAMENTO BUSINESS JOURNAL.

I also hold a California Insurance License, because I believe life insurance is an integral part of your overall financial plan.

Family Matters

  • Biking is my favorite hobby, my wife Julie and daughters Elisabeth and Abby are my favorite people, and I enjoy volunteering at the Twin Lakes Food Bank in Folsom.
  • Since I am a solo practitioner, you get the benefit of my personal attention and work with me directly.