William Whitaker MS, CFP®

Senior Advisor

William joined Vawter Financial in 2017. Prior to joining Vawter, he spent 12 years helping high net worth individuals in a fee-only capacity. He holds a Bachelor’s of Science degree in Family Resource Management from The Ohio State University and a Master’s of Science degree in Financial Planning from the College for Financial Planning.

He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a National Association of Professional Financial Advisors (NAPFA) Registered Financial Advisor and serves on their mid-west regional board. William specializes in retirement planning and helping corporate employees with their benefits. William has been quoted in the Wall Street Journal, sharing his expertise on financial transitions for families and college planning. He has given numerous presentations to local and national audiences. William teaches classes at Franklin University and serves as their transition point for financial planners entering the profession. He has served on the Mid-west board for NAPFA as the treasurer and was invited by the City of Dublin to teach adult continuing education classes on financial planning topics.

William lives in Marysville with his wife Kristen, children Lilly and Cason, and rescue dog. He serves as treasurer of the Navin Elementary PTO and sits on the board of the Columbus Youth Foundation. In his free time, William is earning his hot air balloon pilot’s license and is active in the ballooning community.