William H. Wakeman, III CFP®
Certified Financial Planner™ Professional
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 |
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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 |
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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 |
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Class 2-20, General Lines Property & Casualty – Florida, 1982 |
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Professional Designations |
CERTIFIED FINANCIAL PLANNER™ professional |
Professional Awards |
Million Dollar Round Table Top of the Table 2004, 2005, 2006, 2007, 2008, 2014, 2016, 2018. 2019. 2020, 2021 |
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 |
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Planco / Hartford Life Captain’s Club 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008 |
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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 |
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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 |
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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. |