Bill Werner

Director of Client Success

Bill is a Director of Client Success at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 13 years of experience in the industry. Bill brings a wealth of experience and knowledge to his role as someone who’s helped thousands of clients reach their goals or protect what was most important to them.

Outside of the office Bill enjoys traveling with his wife, Annie, and his children Leo and Jane.

Education: Catholic University of America (BS)

“The goal isn’t more money. The goal is living life on your terms.” –Chris Brogan

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Family Shot

Leo and Jane



What's the last book you read?

The Behavior Gap by Carl Richards.

Where's your favorite place in the world?

Kauai, Hawaii

What's the best meal you've ever had?

The night my wife and I got engaged. I had the most fantastic dinner at Cafe Loren in Avalon, NJ

If you could visit anywhere in the world you've never been, where would you go?

I would go to see the Great Barrier Reef in Australia.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.