Commonwealth Financial Group

William “Bill” Moody is a financial planner with Commonwealth Financial Group in Boston who works mostly with high-income Generation X and Millennial families, many of them dual-income households in life sciences, medicine, technology, law and management consulting. His clients are usually juggling several goals at once, such as saving for retirement, paying for children’s education, protecting their family and buying a home, so he looks at how each decision affects the rest.

Bill began his career in 2005 as an internal wholesaler at John Hancock, then worked in financial planning at MetLife and MassMutual, where he developed comprehensive plans for more than 1,000 clients. He joined Commonwealth Financial Group in 2018. His process starts by organizing a client’s cash flow, assets, risks and goals, then draws on an internal team of investment, estate and advanced planning specialists, with ongoing check-ins afterward.

What to Know

• He is a CERTIFIED FINANCIAL PLANNER professional and a Certified Investment Management Analyst.
• He holds the Chartered Life Underwriter designation and FINRA Series 6, 7, 63 and 65 registrations.
• He graduated from the University of Vermont with a degree in political science.
• Bill lives in Winchester with his family.