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Wealthstream Advisors recognized as Best Place to Work for Financial Advisors by InvestmentNews in 2024 for the fourth year in a row

Wealthstream included in Forbes SHOOK Research Top 250 RIAs for 2023

Bill

William R. Schirmacher, CPA

Director of Operations, Shareholder

For more than three decades, Bill Schirmacher has been helping people lead better financial lives. As Director of Operations for Wealthstream Advisors, he is responsible for ensuring that every operational aspect of the business, from client services to information technology, runs efficiently and effectively. Bill consistently makes sure systems are set up, work is organized, communications defined and actions monitored. He provides support and direction to the staff, develops policies and procedures, and acts as an advocate for clients—all while ensuring compliant, timely, and profitable operations for Wealthstream Advisors. His commitment to detail combined with his “client first” attitude has helped make Wealthstream a place where clients and staff alike feel valued and at home.

Bill began his career in the tax department of one of the “big six” accounting firms after graduating magna cum laude with a Bachelor of Science in accounting from the New York Institute of Technology. In the years that followed, he built a thriving career in accounting and business management, including helping entertainers and other highly successful people manage their business affairs. He also operated his own independent accounting practice that served members of the small-business community.

Bill then took his 16 years of accounting and business experiences to Wealthstream Advisors. At Wealthstream, Bill’s daily work allows him to combine the skills that served him well in his career as a CPA—his passion for detail, his commitment to problem-solving and his analytical mindset—with his desire to help clients in all areas of their finances.

Outside the office, Bill trains for and participates in Obstacle Course Races (Spartan, Tough Mudder, Bone Frog) across the country.  When his sons were younger, Bill volunteered coaching youth baseball from 7 years old up to the high school level. The most rewarding coaching experience was directing a few training sessions for the Special Olympics. Bill lives in Clark, New Jersey, with his wife, Katrina.

Education and Credentials:

  • B.S., Accounting, New York Institute of Technology (Old Westbury)
  • Certified Public Accountant

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.