Waypoint Financial, LLC.

Waypoint Financial Founder Bill Aquila,CFP–Certified Financial Planner

Waypoint Financial Founder Bill Aquila, CFP – Certified Financial Planner – is a fee-only financial planner located in Dublin, Bucks County PA

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ABOUT OUR NAME

On a map, the landmarks, points of interest, and important turns between your starting point and your destination are called waypoints.  Very simply, our name is a metaphor for your financial life journey, and is meant to impart a sense of how we view our role and commitment in that journey – to guide you and help you enjoy the milestones along the way.

The Team

 

Founder

William (Bill) A. Aquila, CFP®

Bill Aquila, CFP® is a fee-only financial planner and the founder of Waypoint Financial, where he helps individuals and families around the country become comfortable with their financial lives.  Tired of the conventional investment-focused model, Bill founded Waypoint to provide highly personal and comprehensive financial planning advice.  His collaborative and educational approach clarifies what is often a complex and intimidating subject, and he sees his role as helping people make well-informed decisions in their financial life, and providing them with greater financial independence, peace of mind, and security.

Bill graduated from the University of Virginia in 1998, and earned his CERTIFIED FINANCIAL PLANNER® designation in 2013.  He currently sits on the Board of Directors and serves as the Treasurer for the Network of Victim Assistance (NOVA), and is also a regular supporter of the Sea Education Association, based out of Woods Hole, MA.

Bill lives in the heart of Bucks County in Dublin, Pennsylvania with his wife Katie, and their 3 children, Elise, Will, and Claire.  He is fond of soccer (both playing and coaching), playing the piano, and sails any chance he can get however infrequent that may be.

 

 

director of client services

Heather Tormey

Heather loves working with people.  Even better, she loves helping people get organized and guiding them through challenging situations.  Top it off with 14 years of experience running a small business office, and you can understand why we are thrilled to have her as Bill’s right hand woman.

Heather lives in Newtown, PA, with her husband Dave, and her two teenagers, Chase and Dylan.  She loves to travel, dabbles in photography, and has recently launched a “Cook the Cook Book” Club with her friends.

 

Partners

 

CUSTODIANS

investment tools

INVESTMENT MANAGEMENT PARTNERS