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William R. Schirmacher, CPA | Email Bill
Director of Operations
Bill has over 15 years of practical experience working as a CPA with top worldwide accounting firms. His clientele has consistently included high net worth individuals, entertainers, and other public personalities.
His experience further encompasses business financial advice and management. Bill consulted extensively with privately-held business owners, developed offsite accounting departments, and provided outsourced controller/CFO services.
His broad business and personal financial experience prepares Bill perfectly for the work he does for the people who entrust Wealthstream Advisors with their financial needs. Whether business related or personal, he understands the benefits of setting goals and accomplishing objectives. He also understands the importance of excellent client service including responsiveness, sincerity, and well-managed expectations.
Bill is the champion of Wealthstream Advisors’ quality and customer care philosophy. He is often found helping a client through a sensitive circumstance or urgent need. Bill directs the daily operations of the firm. He ensures that client accounts are carefully established and monitored.
Bill lives in New Jersey with his two children.
Education
B.S. in Accounting, magna cum laude, New York Institute of Technology.
Associations
American Institute of Certified Public Accountants
Community Involvement
Actively coaches youth baseball and basketball teams in his community. Sportsmanship and teamwork have led to league championships and becoming winners of several state tournaments.
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