Experience

William J. Coscioni, CFP ®, CPA

William J. Coscioni, CFP ®, CPA

President

Mr. Coscioni, a Registered Investment Advisor, is current CEO and Chief Investment Officer of WealthCare Financial Planners, LLC—a firm that specializes in financial planning, investment management and related tax planning and preparation services for individuals. In addition, Mr. Coscioni was a member of the Board of Directors of several private and public companies, as well as non-profit organizations. Mr. Coscioni was the Managing Partner of Burke & Company, a certified public accounting firm in Chicago, from 1963 through 1986.
Mr. Coscioni is a graduate of Loyola University in Chicago, Illinois and continued with post-graduate studies at Northwestern University in Evanston, Illinois, and the College for Financial Planners, Denver, Colorado. He is a member of the American Institute of Certified Public Accountants and the Institute of Certified Financial Planners.

To speak with Mr. Coscioni please call 803-644-0701 or email him at bill@wealthcare910.com.

BUSINESS AFFILIATIONS:

Current:

CEOWealthcare Financial Planners, LLC – Aiken, SC – Financial and Tax Planning for Individuals

Former:

CEOSubAir Systems, Inc. – Aiken, SC – Aeration systems for golf courses
CEOGeorgialina Communication Co. & MetroLink, Inc. – Aiken, SC – Paging and Cellular Service
CEOBurke & Company – Chicago, IL – Certified Public Accountants
CEOKeystone Associates, Inc. – Aiken, SC – Investment Banking, Strategic Planning and Business Consulting

EDUCATION:

Loyola University - Chicago, IL. - B.B.A.
Northwestern University - Chicago, IL - Post-graduate studies

PROFESSIONAL SOCIETIES:

American Institute of Certified Public Accountants
Institute of Certified Financial Planners

BOARD POSITIONS:

Current:

Reserve Park I - Medina, OH - Advisory Board
Telesis Solutions Group, Inc. - Amityville, NY - Advisory Board

Former:

Questron Technology Inc. (NASD) - Boca Raton, FL - Director / Chair. Audit Comm.
Aiken Center for the Arts - Director
Aiken Center for the Arts Endowment Fund - Chairman
Bascom Fine Art Center-Highlands, NC - Treasurer-Director
Bascom Fine Art Center Endowment Fund - Highlands, NC - Chairman
Highlands Country Club - Highlands, NC - Treasurer & Director
Green Boundary Club - Aiken, SC - Vice President / Director
Green Boundary Foundation - Aiken, SC - Director
Union League Club - Chicago, IL - Treasurer / Director
YMCA of Augusta - Augusta, GA - Treasurer
Sertoma Club - Aiken, SC - President