William Velekei, CFP®, CPA
Designations and Licenses
William is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.
Experience and Education
Will applies his accounting and financial planning background to provide a holistic approach to building wealth plans for clients to help them achieve their goals. He specializes in working with high-net worth individuals, multigenerational wealth and business owners.
Prior to joining Mariner Wealth Advisors, Will served as partner at Corbenic Partners. He started his career in public accounting with KPMG.
Will has a bachelor’s degree in accounting from Lehigh University where he graduated with honors.
Will serves of on the board of trustees for the Da Vinci Science Center and is involved in the Lehigh Valley Chapter of the Pennsylvania Institute of Certified Public Accountants.