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About
Bill Eggert is a seasoned financial advisor with more than four decades of experience guiding clients through the complexities of investing, retirement planning, and wealth management. He began his career in 1982 and went on to found Eggert Financial Management, building a reputation for disciplined, rules-based portfolio management paired with a highly personal, relationship-focused approach.
A CERTIFIED FINANCIAL PLANNER™ professional, Bill holds a B.S. in Finance from the University of Colorado. He takes pride in helping clients make informed decisions that support both their financial security and long-term goals.
Bill and his wife, Elizabeth, have two adult children. Outside of work, he enjoys skiing, golfing, SCUBA diving, and practicing martial arts. He is also a bass guitarist for the band County Line.