William D. Hardaway III CPA/PFS, CFP®
William Hardaway, CPA/PFS, CFP® is the Director of Financial Planning at WebsterRogers Financial Advisor, LLC. He has been a part of the WRFA team since 2015. William began his accounting career in 2011 and began working for our sister firm, WebsterRogers LLP, in 2013. At WebsterRogers LLP, he is currently specializing in tax compliance and planning.
Education:
- Graduated from Francis Marion University with a B.B.A. in Accounting
- Graduated from Florence-Darlington Technical College with an A.A.S. in Small Business Management
Professional Affiliations:
- Certified Financial Planner™ Certification
- Licensed Certified Public Accountant in South Carolina
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the South Carolina Association of Certified Public Accountants (SCACPA)
- Past President of the Pee Dee Chapter of the SCACPA
- Member of the Financial Planning Association
- SC Financial Planning Association President Elect
- Alumnus of the Beta Gamma Sigma Honor Society
- SC FPA Board member for the Pee Dee Region
Community Involvement:
- Member of the Kiwanis Club of Florence
- Volunteer for Artfields
- Church League Basketball Coach
- Cub Scout Den Leader
- McLeod Circle of Excellence
Beneath the Surface:
“While working my way through college my dad suggested I open a Roth IRA. Seeing the value in his suggestion I saved enough money to open an account, but when asked how to invest the money I realized I didn’t know the first thing about investing. I was so taken with it that when I finished my degree in small business management I decided to get a degree in accounting too. At the time I thought that understanding financial statements would be the key to investing. I read books, magazines, blogs, and anything I could get my hands on. Almost all of it pointed me in the direction of diversified, low cost, and long term investing, the strategy we use at WRFA. After graduating with a B.B.A in Accounting from Francis Marion University, I began a career in tax. As my career progressed, my niche became high net worth individuals. In 2015, I completed the CFP® exam and I now split my time between tax, wealth management, and financial planning. At WRFA I enjoy the privilege of taking a comprehensive approach to helping others plan for and reach their financial goals.”
Contact William:
Call 843.656.1148 or email whardaway@wrfasc.com