William Prentice, Managing Partner, Recognized by CFP Board for Ongoing Commitment to Pro Bono Financial Planning
Rochester, New York August 2026: Prentice Wealth Management is proud to recognize William Prentice AWMA®, CFP®, CIMA®, a CERTIFIED FINANCIAL PLANNER® professional, for being honored by the CFP Board for providing his third consecutive year of 20 or more hours of objective, pro bono financial guidance to underserved and at-risk Americans in 2026.
This recognition highlights Bill's continued dedication to improving the financial well-being of individuals and families who may not otherwise have access to professional financial planning services. Through his volunteer efforts, Bill has provided unbiased guidance to help people navigate important financial decisions and build greater financial stability.
Bill's commitment to serving others reflects the very best of our business community, and his willingness to generously share his knowledge and time demonstrates how local professionals can make a meaningful impact in the lives of individuals, families, and communities.
CFP® professionals play an important role in helping people prepare for and respond to financial challenges, particularly during times of uncertainty or crisis. By volunteering his expertise, Bill has helped ensure that more Americans have access to trusted financial guidance when they need it most.
About the Certified Financial Planner (CFP®) Designation
A CFP is a premier, fiduciary financial advisor who has met rigorous education, examination, experience, and ethical standards set by the CFP Board. They provide holistic, comprehensive planning covering retirement, taxes, insurance and estate planning and are legally obligated to act in their clients’ best interests.
About Prentice Wealth Management
PWM is an independent wealth management firm headquartered in Rochester, New York, built on resilience, integrity and long-term vision. Operating under the fiduciary rule since its inception in 2008, the firm places clients’ best interests at the center of every decision, and is guided by a philosophy of treating clients like family. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Adviser. Prentice Wealth Management and LPL Financial are separate entities.
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