Bill Fazekas, CFP®, AIF®, CPFA®
Director of Retirement Plan Consulting and Financial Planning
Branch / Location: Cleveland, OH
Bill Fazekas joined the McDonald Partners team in November 2020 to partner with our Advisors and to assist with their employer-sponsored retirement plan and wealth management relationships. With a strong background in retirement plan consulting, Bill helps plan sponsors evaluate their offering and provides solutions to increase plan participant financial wellness while navigating the ever-changing regulatory environment.
In addition to prior experience as a Retirement Plan Advisor with Gallagher Benefit Services, Inc., his 20+ year career in financial services has included roles with Charles Schwab and Voya.
Bill is a graduate of Cleveland State University with a Bachelor of Business Administration degree in Marketing. He earned the Certified Financial Planner® designation in 2005, the Accredited Investment Fiduciary® designation in 2021, and the Certified Plan Fiduciary Advisor® credential in 2022. He holds a Series 7 license as well as an Ohio Life and Health Insurance License.
Bill grew up in Lakewood and Rocky River, Ohio, and currently resides in Willoughby with his wife and son. He enjoys group fitness classes, distance running, attending live music events, supporting Cleveland’s professional sports teams and spinning his vinyl record collection. He also volunteers as a swim official for the Lake County West End YMCA and Willoughby Summer swim teams.