FISCALIS LEADERSHIP

William Cuthbertson began his career in the financial planning profession in 1999, founding Fiscalis Advisory in 2003 after working with, and studying under some of the most qualified CERTIFIED FINANCIAL PLANNER™ professionals in the country.

After earning an honors MBA from the George Herbert Walker School of Business & Technology of Webster University, Mr. Cuthbertson received his graduate certificate in personal financial planning from the University of California, Irvine. Shortly thereafter, he completed CFP Board's comprehensive qualification process, and earned the right to use the CFP® marks as a board certified financial planner. As a tax specialist, he has also been admitted to practice before the IRS, and State taxing authorities as an Enrolled Agent.

In addition to these marks of distinction, Mr. Cuthbertson is also a NAPFA-Registered Financial Advisor, a Registered Life Planner®, with Kinder Institute, and a member of the Alliance of Cambridge Advisors.

Mr. Cuthbertson is a former board member of the nationally based Alliance of Cambridge Advisors, and currently serves as President of the Financial Planning Association of Orange County Board of Directors. He frequently speaks on personal finance for the popular Orange County Foundation sponsored It's Your Money, and It's Your Estate, seminar series.

Also affiliated with the firm, is Denise Cuthbertson.

Serving as a close advisor to the firm, Ms. Cuthbertson is a member of the Board of Directors, and lends her professional expertise toward optimizing the planning process in the areas of financial life planning, goal discovery, and integration.

Ms. Cuthbertson holds a Bachelor of Arts Degree from California State University, Long Beach, and a Master of Arts Degree in Clinical Psychology from Pepperdine University.