William L. Lazar, CFP®

Current Role

Bill develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

Service Areas

• Comprehensive financial planning
• Investment analysis and portfolio design
• Retirement and estate planning
• Risk management

Experience

Bill began his financial services career in 2015 and has supported high net worth individuals and their families. He has extensive knowledge of financial and tax planning services and prior to joining Rehmann in 2024, Bill was a financial advisor with one of the nation’s largest certified public accounting and business advisory firms.

Bill received the CFP® certification from the Certified Financial Planner™ Board of Standards. He holds the Series 65 Uniform Investment Adviser registration.

A Closer Look

• Bill believes the life goals and financial future of our clients are the same goals and are our ultimate measure of progress.
• Actively participating in community endeavors, Bill most recently served as the CFO of the Traverse City Patriot Game and was active with the Father Fred foodbank.
• Previously, Bill was an active member of the Grand Traverse Estate Planning Council and is looking forward to becoming entrenched in professional organizations in the Treasure Coast of Florida.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 5070 North Highway A1A, Suite 250, Vero Beach, FL 32963 | 772.234.8484