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Bill Krempa has accumulated decades of experience within the financial services industry, allowing him to offer meaningful guidance on a broad range of specialized topics to clients nationwide. He’s particularly gratified by the number of families with two or three generations now represented on his client roster.

Bill has served on committees including the Central Bucks Chamber of Commerce, the American Red Cross, LVLL Baseball, Team Vortex Cycling, Cub Scout Pack 36 and Boy Scout Troop 133. He’s also mentored and trained junior cyclists, and taught woodworking and welding to area youth.

He and his wife Mary have two adult sons. When not at the office, you’re likely to find him in his woodworking shop, or perhaps in the kitchen refining a passion for fine food and wine. There’s also a good chance he’s either out on a ski slope, or pushing the envelope on a bicycle or motorcycle.

Bill graduated from Clarion University of Pennsylvania in 1990 with a B.S. in Business Administration, majoring in Finance. He’s a Certified Financial Planner™ Practitioner (CFP®), Certified Fund Specialist (CFS®), Certified Senior Advisor (CSA®), Accredited Investment Fiduciary (AIF®) and a Licensed Life and Health Insurance Agent and Broker. He’s also a 25-year member of both the Institute of Certified Financial Planners and the Financial Planning Association. In 2015, he was honored with the prestigious Ralph S. Devito Award.

The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

*Medicare Disclosure: We do not offer every plan available in your area.  Any information we provide is limited to those plans that we do offer in your area.  Please contact or 1-800-MEDICARE to get information on all of your options.

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