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About Us

Bill Simpson is the founder and President of Azimuth Financial Planning. He became a Certified Financial PlannerTM practitioner after earning a certificate in Financial Planning from Boston University, meeting the experience requirement, and passing the rigorous 10-hour CFP® exam. As a CFP® and a member of The National Association of Personal Financial Advisors (NAPFA) a fee-only organization of financial planners, he is required to complete 30 hour annually of continuing education, which far exceeds the requirements of most brokers and financial salesmen. In addition, he has a Bachelor Degree in Mechanical Engineering from Worcester Polytechnic Institute and a MBA from Boston College where he graduated with honors.

Prior to founding AFP, Bill was employed at The Harbor Group, a wealth management firm in Bedford, New Hampshire, providing financial planning and investment management services to affluent individuals and families. Bill is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and has the New Hampshire Accident, Health, and Life Insurance License. He has appeared on WGIR AM 610 numerous times to discuss financial planning and investment related issues, and has been quoted in the Portsmouth Herald, the Boston Globe, and the Baltimore Sun. He is also active in the Portsmouth Chamber of Commerce, the Rotary Club of Portsmouth, and in volunteer efforts to provide free independent financial advice to consumers as part of the Kiplinger's Personal Finance magazine's "Jump-Start Your Retirement Planning Days", and the "Your Money Bus" nationwide tour put on by the NAPFA Consumer Education Foundation.







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Azimuth Financial Planning, LLC - 603.373.8793 - info@azimuthplanning.com