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William B
Series 66
Waterford, CT
Foundations Investment Advisors LLC
William Beyer is a Series 66-licensed advisor with Foundations Investment Advisors LLC and has eight years of industry experience. He has worked at Foundations Investment Advisors and Premium Planning Professionals since 2023 and previously spent over 15 years with Bankers Life & Casualty and its affiliated entities. Outside of his advisory role, he serves as president of Premier Planning Professionals, where he provides insurance and annuity solutions along with administrative support related to estate planning. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through a large network of affiliated offices and investment adviser representatives.
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