Bill Friebel CFP®, CRPC®
How He Can Help You
As head of growth initiatives, Bill helps identify and implement new ideas and services to enhance Cornerstone Wealth Management’s offering to advisors and ultimately their clients. He works closely with the firm’s investment, recruiting and coaching teams to improve the firm’s support of its advisors.
What Makes Him Knowledgeable
Bill has more than 23 years of experience in the financial services industry, with extensive knowledge and expertise in helping advisors develop new business strategies, structure, and evolve their client service models, manage their practices, and determine solutions for their distinct business challenges and opportunities.
With his eye on continued long-term growth, Bill enjoys being part of a firm that welcomes new ideas with enthusiasm. He has always liked to build things because of the sense of accomplishment that comes when the task is complete, so he appreciates the opportunity to add to the development of Cornerstone in a meaningful way.
During his career, Bill held positions such as financial advisor, branch manager and wholesaler for large mutual fund and ETF organizations. He joined Cornerstone because it allows him to use his skills, relationships, experiences, and creativity in new ways – and at a firm with great culture and opportunities.
Bill graduated from Fontbonne University and holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ designations.
Getting to Know Him
Bill, his wife and their three children are lifelong residents of the St. Louis area and currently live in Wildwood, Missouri. In his free time, Bill enjoys golf, boating and working on old cars.