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Bill Sydor, Certified Estate Planner, Chartered Financial Consultant and Adjunct Professor, has more than 25 years of experience in the financial services industry. He holds the following securities registrations: Series 7, 24, 63, through LPL Financial, and Series 66 through Householder Group Estate and Retirement Specialists. Bill is also licensed through the state of Washington for life, health, disability and long term care insurance.

Bill is a Regional Vice President of Householder Group. As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes appropriate investment strategies in order to focus on capital preservation and multi-generational wealth management. He is also a Registered Representative with LPL Financial.

Shortly after moving to the Puget Sound area with his family in 1987, Bill began his financial planning career with a national proprietary firm where he excelled quickly, becoming a recognized top advisor. He trained and managed advisors and was later instrumental in developing training programs for some of the largest and well-known financial services companies in the country. Bill left the proprietary firm and joined Householder Group Estate and Retirement Planning Specialists, because he felt strongly that his clients would be better served in an independent environment.

As a proud parent and grandparent, Bill enjoys spending his free time with his family. His hobbies include camping, fishing and travel.

Bill’s team is comprised of an excellent support staff, including Mike Linke his Practice Manager. As their client, your needs are always the first priority.

We don’t represent a group of investment products, we represent you.

Office Location:

6927 Lakewood Dr. West, Unit C3
Tacoma, WA 98467

Chartered Financial Consultant® or ChFC®

 The ChFC® program is administered by the American College. This designation requires a core curriculum, plus two or three additional elective courses that focus on various areas of personal financial planning. In addition to successful completion of an exam on areas of financial planning, including income tax, insurance, investment and estate planning, candidates are required to have a minimum of three (3) years’ experience in a financial industry position. 

To maintain the designation, designees must complete 30 CE credits every two years adhere to ethics standards and comply with The American College Code of Ethics and Procedures.