William Elson
Partner in Des Moines, IA, US
A Certified Financial Planner through the College for Financial Planning, William Elson has been helping clients plan for their financial future since 1988. As a partner at Legacy Financial Group in Des Moines, Iowa, he guides clients in optimizing cash flow, planning for retirement, and eliminating debt. Additionally, William Elson advises on insurance planning strategies that consider individual risk tolerance and long-term financial goals. Currently, he serves clients in more than 30 states.
Mr. Elson earned a bachelor of science in agricultural business from Iowa State University (ISU), where he was a member of the Student Alumni Association and the Alpha Gamma Rho fraternity. An active supporter of his alma mater, he particularly enjoys watching ISU athletic events. In addition to his CFP designation, he holds the series 7, 24, and 63 FINRA licenses.
In his free time, he enjoys reading, camping, and completing puzzles. An outdoors enthusiast, he also cycles and spends time in his garden.