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William Schatz, CFP, AIF
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 William "Willi" Schatz, CFP®, AIF®

William (Willi) Schatz is currently Vice President of Investments & Insurance for Elliott Cove Capital Management, LLC.

He currently holds the CFP, Certified Financial Planner and AIF, Affiliated Investment Fiduciary designations. Willi has been with ECCM for more than 14 years and is responsible for overall sales management and account development. In this capacity, Mr. Schatz has been instrumental in developing the Elliott Cove Retirement Plan Program which focuses on delivering 401(k) plan design and fiduciary guidance to medical professionals, business owners, and corporate executives. Utilizing the Accredited Investment Fiduciary, AIF® designation is a fundamental part of ECCM’s ERISA success by working with plan sponsors and employees alike.
Prior to Elliott Cove, Mr. Schatz spent thirteen years at PMG Securities as a Senior Account Executive where he worked extensively with the Washington State Retirement Systems.

Mr. Schatz holds a B.A in Business Administration with a specialization in Economics and Finance. His hobbies are being with his family, working on his farm, playing music, fishing and hiking. A lifetime resident of the Pacific Northwest and a community leader, Mr. Schatz is the President of the Stanwood / Camano Island Fair Board and serves on the Virginia Mason Patient board.

 Sunday, October 9, 2016     |     Non-CEU     |     9:00 am - 9:40 am
 Retirement Plans & Fiduciary Responsibility
 

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