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State Farm ’ s Bill Kern DELIVERING TRUST & CONFIDENCE TO EVERY CLIENT HERE TO HELP YOU TAKE ON LIFE UNSCRIPTED !
One could argue that it is cumbersome to communicate with the many advisors we need to talk to in order to achieve financial success . Namely , there is the financial planner and the insurance agent . In the case of finances , it would be ideal to communicate with one person who can build a solid plan for our financial future that incorporates both insurance and finances . Look no further than Bill Kern at State Farm , as he is trained in both areas of specialty .
After being away from Pittsburgh for more than 30 years , Bill decided to move back home to give his three boys a chance to enjoy all the benefits of the region that he enjoyed growing up . He was sought out to represent State Farm and he accepted , knowing that this company was a polished and professional brand . He was also looking to bring his financial planning background to new clients who could benefit from the wealth of experience he has to offer . This made perfect sense as he launched his new business on April 1 … combining the property & casualty insurance business with his financial planning background .
“ The biggest thing that I can offer clients is that I have 20 years of military experience , and I approach my relationships with my clients with the same unmatched discipline , attention to detail , and utmost integrity ,” Bill says . “ As far as credentials from an
Bill Kern , Tracey Kern , Gabrielle Genovese , and Tristan Pfeiffer academic standpoint , I earned my second master ’ s degree in Personal Financial Planning from Kansas State University while teaching at the U . S . Air Force Academy back in 2006 .” As a veteran of the U . S . Navy , he has a keen focus on helping military professionals and veterans achieve their financial goals . He also concentrates on retirement savings strategies , retirement income strategies , insurance and annuities , college savings , and estate and legacy strategies .
Bill opened a new office and has created a new opportunity for his clients . His staff of four offers the highest level of customer service and the team is trained and licensed to offer both insurance and financial planning information . Bill stresses that regardless of one ’ s financial situation , everyone needs to start at the same point — by having a solid financial plan in place . And this includes insurance as well as investments . Along with his wife , Tracey , he is joined by Rebecca Tupper , Gabbi Genovese and Tristen Pfeiffer .
Bill ’ s mantra has always been , “ The right policy isn ’ t cheap , and a cheap policy typically isn ’ t right .” When you talk with him you know that he will always consider your individual needs , while creating the best financial plan for you that includes insurance . That ’ s a hard plan to create and even harder to find the right person to do so . You won ’ t be disappointed with Bill Kern as your trusted advocate .
Please reach out to Bill or any member of his team at 724.941.1700 . His office is located at 1121 Boyce Road , Suite 2400A , Pittsburgh , PA 15241 . View his website for additional information about the agency ’ s services at billkerninsurance . com .
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