William H. Wakeman, III CFP®

William H. Wakeman, III CFP®

Certified Financial Planner™ Professional

Phone: (863) 688-4441 ext. 22
Fax: (863) 688-6341
Mobile Phone: (863) 529-3465
E-mail:
 

William H. Wakeman III, CFP®, has worked as a real estate broker, investment advisor and financial planner for over 30 years as a leading producer in his industry, specializing in life insurance, retirement planning, and real estate investments.  He brings a value-added approach to his clients during the financial planning process. The superior level of service he offers stems from his exceptional professional knowledge and industry expertise gained through years of experience and his fascination with and intense study of the financial planning processes for individuals and businesses.  He is able to provide his clients with not commonly known or utilized financial strategies to maximize their retirement income and minimize taxes.

Due to his experience and unique knowledge base, he is often asked to speak at industry events on different topics.  Recently, he was invited to speak at the 2016 Million Dollar Round Table (MDRT) Top of the Table annual meeting as a seven-year MDRT member with six Top of the Table qualifications.  Exclusive to MDRT’s top membership level, this meeting helps MDRT’s highest performers share innovative ideas that empower growth for their business. MDRT's 62,000 plus members from over 500 companies in 69 countries are recognized internationally as being the standard of excellence in the life insurance and financial services business. 

This featured session, "Business Succession Planning: Uncommon Planning Techniques" covered the topic of Employee stock ownership plans (ESOP's) and non-qualified deferred compensation plans.  These plans can provide tax-efficient funding for small- and medium-sized business succession plans. These powerful planning tools can provide funding for replacing owners and managers due to their untimely death, disability or planned retirement. Additionally, these tools help build positive, motivational relationships with small-business employees.

 

 

 

Education

Appalachian State University - 1977

Bachelor of Science in Business Administration

Major:  Insurance & Real Estate

Boone, North Carolina

CFP® Professional Education Program - 1997

College for Financial Planning

Denver, Colorado

200+ Professional Education Courses

 

 

Professional Licenses Held

Real Estate Broker – North Carolina Since 1975

                                    Florida Since 1983

Class 2-15, Life, Health & Variable Annuities – Florida,1981

Non-Resident Licenses for Life Insurance & Fixed and Indexed Annuities

California, Colorado, Connecticut, Georgia, Louisiana, Maryland, Michigan, Missouri, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah

Class 2-20, General Lines Property & Casualty – Florida, 1982

FINRA License – Series 6: Investment Companies / Variable Contracts Representative, Since 1982

FINRA License – Series 7: General Securities Representative, Licensed 2004

FINRA License – Series 24: Registered Principal, Licensed 2004

 

Professional Designations

CERTIFIED FINANCIAL PLANNER™ professional

 

Professional Awards

Million Dollar Round Table

Top of the Table 2004, 2005, 2006, 2007, 2008, 2014, 2016

Microsoft Corporation

InsureTech Pizzazz!  Online Collaboration Software

MEC Awards 2001 Winner in the “Best Use of XML” Category

 

 

Insurance Company Production  Awards

Union Central Life

President’s Club 1983, 2000

Fortis Benefits Insurance Company

Zenith Qualifier 2001

Planco / Hartford Life

Captain’s Club 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008

Woodbury Financial Services, Inc.

Zenith Qualifier 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009

Crystal Eagle 2003, 2004, 2005, 2006, 2007, 2008

Platinum Eagle 2009

AXA Equitable

Bronze Eagle- 2010, 2011, 2013

ESF Associate of the Year, Central Florida Branch- 2010, 2011

HALLMARK 1, Axa Advisors- 2013

HALLMARK II, Axa Advisors- 2015

The Order of Excalibur - 2012

Coy Eklund Pinnacle Conference Qualifier- 2010: Monte Carlo, Monaco

Coy Eklund Pinnacle Conference Qualifier- 2011: Buenos Aires, Argentina

Coy Eklund Pinnacle Conference Qualifier- 2015: Paris, France

National Leaders Forum – 2012: Vancouver, Canada

National Leaders Forum – 2013: Washington D.C.

National Leaders Forum – 2014: Desert Springs, California

Life Leaders Conference – 2013: Jackson Hole, Wyoming

Life Leaders Conference – 2014: Quebec, Canada

Penn Mutual

Golden Eagle Conference – 2016: Edinburgh, Scotland

 

Entrepreneurial Accomplishments

Founded and sold DataLister®, a business providing specialized workers compensation policyholder information to clients.

Founded and sold Wakeman & Costine’s North American Bed & Breakfast Directory, an online Bed & Breakfast Directory.

Founded and operating since 1986, American Financial Professionals Alliance, an association membership benefits organization

Founded and operating since 1984, Insuretech, Inc., DBA Diversified Financial Partners, Inc., an insurance agency specializing in fixed life insurance, worker’s compensation insurance, employee benefits, retirement plans and human resource management consulting.