Provider

Bill Billimoria

schedule a free consultation

I specialize in all the areas of personal finance

credentials

contact

+1(847) 466-1212
bill.billimoria@wealtcareadvisorsllc.com

10 N Martingale Road, Suite 400

Schaumburg IL 60173

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bio

Provider

Bill Billimoria is the owner and President of WealthCare Advisors, LLC. Prior to forming WealthCare Advisors, Bill was a Senior Planner at Summit Wealth Management in Schaumburg, Illinois for 8 years – a fee based retirement planning and investment management firm. For 22 years prior to that, Bill was the owner and President of Billimoria Wealth Management. He also worked as a management consultant for 10 years, first with Ernst & Young, and later with A.T. Kearney, Inc. Bill earned an MBA in Finance from the University of Chicago. He also earned a B.S. and an M.S. in Industrial Engineering from the Illinois Institute of Technology. He is a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA), a Personal Finance Specialist (PFS), and a Retirement Income Certified Professional (RICP®). His broad work experience and diverse educational background allows him to utilize a total, problem-solving approach to his clients’ finances. He is the author of “On Golden Pond or Up the Creek? Making the Right Choices for Your Retirement Security”. He has authored several newspaper and magazine articles on financial planning, and has been a guest on radio shows speaking about personal finance. Bill is the past President of the Greater O’Hare Chapter of the International Association for Financial Planning (now known as the Financial Planning Association - FPA).

q & a

Why should a client hire you?

A combination of us ethics, education and experience make me uniquely qualified. I have also a published author on a book on the topic of retirement.

education

University of Chicago

Master of Finance

Illinois Institute of Technology

Bachelor of Industrial Engineering

experience

WealthCare Advisors, LLC

President
Schaumburg, IL

07/2012 - present

associations

AICPA

Member since

FPA

Member since

Publications

“On Golden Pond or Up the Creek? Making the Right Choices for Your Retirement Security”

read article...

2007

business info

Thumb small logo pic

WealthCare Advisors, LLC

for the Creation, Protection and Preservation of Wealth

www.wealthcareadvisorsllc.com

Established 2012

hours of operation

Sunday closed
Monday 08:30 AM - 05:30 PM
Tuesday 08:30 AM - 05:30 PM
Wednesday 08:30 AM - 05:30 PM
Thursday 08:30 AM - 05:30 PM
Friday 08:36 AM - 05:30 PM
Saturday 10:00 AM - 02:00 PM

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation

Financial Services

Stocks or bond investments
Real estate investments
Private equity
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Fee-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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