Leadership

Leadership Invested in YOU

Principal Bill Cantrell is a financial coach with over thirty years in the financial services industry. He specializes in providing a full range of planning and coaching services that are tailored to each individual’s specific needs. He won’t just manage your investments, he won’t just try to sell you life insurance, and he won’t just help you avoid paying more taxes than you should. Bill does all of that and more. Everything in fact that’s needed to ensure you reach your goals.

From a credentials standpoint Bill is a CFP® (Certified Financial Planner) and a PFS (Personal Financial Specialist), a credential given to only a very select few in the country.

A graduate of Purdue University, Bill spent many years in the banking industry before realizing his true passion of helping others achieve financial success. Prior to opening Cantrell Financial Strategies, Bill worked for and learned from the experts at American Express Financial Advisors; Findlay, Davies & Co.; Hantz Financial Services; and CBIZ Tax and Advisory Services. He also owned and operated a Home Instead Senior Care franchise that provided him with unique insights into the special financial needs and situations of seniors and their families.

Bill makes his home in Scottsdale, AZ with his wife Caren. They have 5 children who are all beginning careers of their own. Bill enjoys playing golf, spending time with his family and traveling the country.