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William B.  Herbert

William B. Herbert

Financial Advisor

Helping Professionals Navigate their Financial World

I joined The Bulfinch Group in September 2022 and work closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Recognizing the unique needs of each of my clients, I am able to help individuals and families take control over their financial world — my mission is to help others achieve financial balance and live the lifestyle that they want due to proper financial strategies. I have a strong understanding for the importance of teamwork. The Bulfinch Group compliments my business practice with a team of dedicated specialists, providing me with the tools to empower my clients through ongoing organization and education. By engaging with me, my goal is to provide enhanced financial confidence that is customized to your world and the ability to live your best life. 

Growing up, I spent nearly a decade helping with the family business in varying roles and responsibilities. After graduating from college, I moved in a different direction, pursuing my love for music production. As a four-year student athlete (football) at Trinity College, the hard work required to maintain my academic excellence provided a disciplined foundation for my future. The skillset I learned over the 4 years at Trinity, 7 years spent in music production and 2 years spent trading options & futures has paved the way to help build my own business centered on my passion for interacting with people and finance. 

When I am not working, you will find me outdoors, enjoying golfing, surfing, snowboarding, traveling, and always cheering on my favorite Boston sports teams. I also have a love for animals, which stems from a houseful of various pets growing up.  

I earned my Bachelor's Degree with a major in Anthropology at Trinity College. I was raised in Winchester, MA and currently reside in Somerville.       

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #4291703