Bill Gallagher is a Senior Planner with Zynergy Retirement Planning, LLC, a financial planning specializing in working with mature adults over 50 years old.
Bill has been in the personal financial planning field for 15 years. Over the course of his career Bill has worked closely with clients to understand their goals and dreams and develop comprehensive wealth management strategies to help individuals and families achieve their long-term financial objectives.
Bill holds the Certified Financial Planner designation and the Master Planner Advanced Studies designation, through the College for Financial Planning. Bill is also a member of the Financial Planning Association (FPA).
Bill received his Bachelor of Science in Economics from Mount St. Mary’s College. He also received a Masters of Science in Personal Financial Planning from the College for Financial Planning.
Bill lives in Ocean Township, NJ with his wife and daughter.