Bill Cleveland

MBA, CPA, CFP®, PFS

Phone: 706-855-0170
Email: bill@calvarywealth.com

Experience Summary

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Experience

  • PricewaterhouseCoopers
  • Homrich Berg
  • Preston & Cleveland Wealth Management, LLC

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Education

  • MBA in Financial Planning – Georgia State University
  • BBA in Accounting, magna cum laude The University of Georgia

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Designations

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™(CFP®)
  • Personal Financial Specialist (PFS)

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Leadership and Community

  • National Association of Personal Financial Advisors Member (NAPFA)
  • American Institute of Certified Public Accountants Member (AICPA)
  • Georgia Society of Certified Public Accountants Member (GSCPA)
  • The Bar – a national think tank of preeminent fee-only financial planners
  • Heritage Academy Board Member
  • Kingdom Here Ministries
  • Augusta Rivercats Baseball Coach

As a dedicated life-long learner, Bill is committed to professional and personal development. This commitment to continuous improvement is something he has embedded into the very fabric of Calvary Wealth. In addition, Bill is an active member of the Bar Study Group, meeting twice a year with fellow professionals, who are dedicated to improving their knowledge base.

Bill has been widely quoted in many respected media outlets. These include; Newsweek, Money, Financial Planning, as well as interviewed by NBC news and CBS news. Bill also serves as a guest columnist for Medical Economics magazine and writes a column for the Medical Examiner.

Because of his contribution mindset and commitment to our nation’s future, Bill has a passion for being a mentor and role model for kids. He participates in a mentoring and coaching program for 4th grade boys and is also a baseball coach.

What is Wealth?

“The wealthiest people I know were my grandparents. My grandpa retired in his early 60s, had the house he built paid for, and primarily lived off Social Security. In looking back, they seemed truly content with each other, their family, garden, fishing pole, and their strong faith and values.  They never could give expensive gifts for birthdays and holidays, but they gave me their time and love which was the best gift of all.

As an advisor and coach, we have more influence on our client’s lives than almost any other person in their lives. I view this influence as a wonderful gift, but also feel the heavy burden of using it responsibly.

I take great pride in making sure my clients are not taken advantage of and surrounding them with a team of advisors, who will look out for them and always has their back. Twenty or thirty years from now, when I step back from my career, just having good returns or selling my business for a decent amount is not going to be all that meaningful. I want to know that I helped my clients use their financial wealth to achieve what they truly value. I also want to know that I was a great coach, mentor, and friend to the employees at our firm and treated them with the same level of care as my own family”.