About Our Founder, William 'Bill' Heidig

Bill Heidig Early leadership roles in the development of competency standards for the profession that promoted financial advisor independence and consumer protection started with the Certified Financial Planner^™ designation Bill earned in 1984. The CFP designation is now the industry standard for financial advisors.

Educational Background:

The Pennsylvania State University, B.S. Accounting (1977)
College for Financial Planning, CFP^® (1984)
Widener University, MBA (1993)

Business Experience:

1999 to present Fiscal Wise, Inc. Media, PA
2007 to 2008 Wescott Financial Advisory Group, LLC Philadelphia, PA
1997 to 2005 Swarthmore Financial Advisors, Ltd Media, PA
Business Activities: Member of NAPFA and The Philadelphia Securities Association.

FiscalWise provides 'best solutions' so that each client's unique financial interests are addressed, optimized and the results monitored. A strong experience and education, accented with our valuable partners, has enabled FiscalWise to provide extremely valued insights, perspectives and tremendous wisdom, in a truly client-centric financial advice format. In the spirit of earning the trust of clients through personal integrity, confidentiality and superb attention to detail in both financial matters and personal situations, we invite you to explore Bill's professional and personal experiences that help shape the way FiscalWise assists our clients.

Explore:

1984

College for Financial Planning, Denver, CO - Certified Financial Planner Designation

Originally founded to formalize financial planning, set high standards, and establish a rigorous certification process for financial services professionals. In 1972, the College for Financial Planning introduced the Certified Financial Planner™ certification. CFP® certification has evolved into the world’s mot recognized and respected financial planning credential, with more than 50,000 professionals having earned the designation. William T. Heidig, CFP® was the 1016^th recipient of this designation.

Jaycees, Lancaster, PA - Financial Planning Chairman

The United States Junior Chamber (Jaycees) gives young people between the ages of 18 and 40 the tools they need to build the bridges of success for themselves in the areas of business development, management skills, individual training, community service, and international connections. The Jaycees were established in 1920 to provide young adults opportunities to develop personal and leadership skills through service to others. William T. Heidig, CFP® was active in Jaycees and led the Financial Planning Teaching efforts for the Jaycees in the Lancaster, PA community in the early 1980’s.

Honors/Awards:

Presidential Award of Honor (1983)

1978

Securities Training Corporation, New York, NY, Licensed Serieis 7 NASD Securities License

The Securities Training Corporation (STC) started in 1969 by offering securities examinations preparation in a small downtown location. They are now the industry leader, offering security training today in forty-two cities nationwide. William T. Heidig, CFP® attended training in 1978 and passed the National Association of Securities Dealers Series 7 that same year to begin his employment as an investment representative.

1975

USA Naval Science Institute, Newport, RI, Graduate, Advanced Reserved Officer Training (ROTC)

The Naval Reserves Officers Training Corps (NROTC) provides the opportunity to qualified candidates to earn commissions as Navy or Marine Corps officers as they complete requirements for a University degree. The NROTC program is the nation’s largest producer of naval officers. Upon receiving a commission, a new Navy ensign usually receives advanced specialty training and then is assigned to duty. Newly commissioned Marine Corps second lieutenants attend the basic school in Quantico, Virginia following graduation. William T. Heidig, CFP® graduated from the Naval Science Institute in 1975 and was offered a NROTC position at Penn State. Bill declined the offer after considering his finances would not allow the commitment without a full scholarship that wasn’t available to an accounting major (nuclear engineers were preferred).