Bill Damora

Bill, a CFP®, CLU®, ChFC®, and CPFA®, brings his independent, client-centered approach to help fulfill the mission of growing, monitoring and preserving the financial wellness of clients and their employees. He has long believed that financial advice must be independent and client-focused. He sees financial products as solutions to enhance a client’s financial wellness, not a product to be sold by an institution.

With decades of experience advising business owners on the design and implementation of retirement plans, Bill has published articles and lectured extensively on effective wealth accumulation and preservation strategies.

Bill co-founded KB Financial, LLC, which was acquired by OneDigital in September 2022.

Bill is an avid tennis player, sporting clays and skeet shooting instructor and competitor and sport fishermen. He enjoys spending time with his wife, two grown children and three grandchildren at their homes in New Jersey and Martha’s Vineyard.