Weston Financial

Our Professionals

William F. LeFavor, CFP®

Assistant Vice President, Financial Counselor

William F. LeFavor
100 William Street, Suite 200
Wellesley, MA 02481
Phone: 781-235-7055 ext. 7826
Fax: 781-235-1905
Email: wlefavor@westonfinancial.net

Five Star Wealth ManagerSM 2013, 2014

 

William is Assistant Vice President, Financial Counselor and has been with Weston Financial since 2005. He is a CFP® practitioner and a voting member of the Advisor’s Investment Committee. William is responsible for counseling high net worth individuals and corporate executives to create and implement comprehensive financial plans. This comprehensive planning includes investment management, retirement planning, estate planning, and tax planning advice. He particularly enjoys engaging with clients to provide a clear solution and an overall understanding of the plan and decisions required to achieve their financial goals. William also serves as an Assistant Portfolio Manager for New Century Portfolios. William graduated from Bentley University, Cum Laude, with a B.S. in Economics-Finance. He also earned his Master’s of Science in Financial Planning from Bentley University, graduating with Highest Distinction. William volunteers his time with and is a member of the Bentley University Service-Learning Alumni organization.

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FIVE STAR Wealth Manager
Weston Financial  |  Wellesley Office Park  |  100 William Street, Suite 200  |  Wellesley, MA 02481  |  781.235.7055
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