Bill Mulvahill, CFP® CPA
Bill Mulvahill is a fee-only financial planner in our Minneapolis office. Bill thinks of himself as a financial trail guide, helping busy professionals to a confident retirement through holistic, tax-focused financial planning.
He has a strong and diverse background in the financial services industry which puts him in a unique position to offer comprehensive financial and tax advice. Prior to joining Trailhead Planners, Bill started his own business, a financial planning firm called Essential Wealth, which shared similar values and a commitment to client service with Trailhead Planners. Essential Wealth and Trailhead Planners merged in early 2020.
Bill's prior experience includes time spent working as an investment analyst for a large Wall Street investment bank as well as a senior tax accountant in the private wealth group for a big four accounting firm. After these formative experiences, he took his investment and tax skills to the world of personal financial planning, working as a financial planner for a number of years in the Minneapolis-St. Paul area.
Bill has a bachelor’s degree in finance from the University of St. Thomas and a masters degree in taxation from the University of Minnesota’s Carlson School of Management in Minneapolis, Minnesota. He is a Certified Financial Planner™ and a Certified Public Accountant (CPA) registered with the Minnesota Board of Accountancy. He is also a proud member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, the Minnesota Society of Certified Public Accountants (MNCPA) and the American Institute of CPAs (AICPA). Currently, Bill and his wife, Kelly, live in the Minneapolis area with their yellow lab, Max. In their free time, they enjoy reading, golfing and planning their next adventure out west.