Bill Bush, CFP®, CPA
LPL Financial Advisor
Bill Bush, CFP®, CPA brings over two decades of knowledge to his work with Integrated Financial Solutions. His expertise in the areas of investments, taxation, risk management, and goals-based planning offer a well-rounded perspective as he strives to help individuals and families confidently live out their dreams.
Bill earned his Bachelor of Science degree in Accounting with a Business minor from Frostburg State University. After serving as an accountant from 1998 to 2005, Bill began a career in wealth management. He enjoys building long-term relationships with his clients, providing answers and insight when needed, and helping them stay on track financially - even through hard times. He holds his Series 7 and Series 66 through LPL Financial, as well as insurance licenses in several states including Maryland.
Bill is a CERTIFIED FINANCIAL PLANNER™ Professional. CFP® professionals have completed extensive training and experience requirements before earning their certificate, and are held to rigorous ethical standards. CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”) reflects the commitment that all CFP® professionals make to high standards of competency and ethics. CFP Board's Code and Standards benefits and protects the public, provides standards for delivering financial planning, and advances financial planning as a distinct and valuable profession.
Bill and his wife, Jill live in Ellicott City, Maryland with their blended family of three kids, Max, Maya, and William, as well as their dog Layla. He has been an active participant in the Rocky Gorge Rugby Club since 1999, including helping his team win the 2012 Division II National Championship. As he leaves his playing career behind, Bill now focuses on growing the sport by coaching youth rugby. He also enjoys Crossfit, mountain biking, and enjoys supporting the charitable works of organizations such as the Wounded Warrior Project, St. Jude Children’s Hospital, and the Jimmy V Foundation.