Bill Peartree, AIF

Bill Peartree, AIF

Principal / Director Retirement Services

Bill joined Marsh & McLennan Agency in 2002 and became a Principal in 2006. He currently serves as Director of the Retirement Services Division of Marsh & McLennan Agency Retirement Services.

A graduate of the University of Nebraska, with a Bachelor of Science in Business Administration degree in finance, Bill began his financial services career in 1988 with IDS/American Express.  In 1990 he founded Corporate Benefits Solutions, a firm dedicated to developing and servicing qualified and non-qualified retirement plans. 

Bill is an Accredited Investment Fiduciary (AIF), has served on the Board of the North County Personnel Association of San Diego (NCPA), is an active member of the Profit Sharing Council of America (PSCA) and the Employee Benefits Institute of America. He is also a Board Member of the National Institute of Pension Administrators (NIPA) San Diego Chapter, and is member of American Society of Pension Actuaries (ASPAA). Mr. Peartree is a Registered Representative offering securities through MMA Securities LLC and has been an Investment Advisor Representative since 1996. He currently holds FINRA Series 7, 63 & 65 securities registrations (securities licensed with MMA Securities LLC, Member FINRA/SIPC) and a Life & Variable contract license with the California Department of Insurance.

Bill has taught Emerging Trends in Employee Benefits, a Senior Professional Human Resources certificate program at UCSD, and has guest lectured for various industry organizations, domestically and internationally including Assurex Global National & International conferences, Western Pension & Benefits Conference and the San Diego Chapter of North County Personnel Association. In his spare time he enjoys volunteering at the Encinitas National Little League and La Costa Canyon Pop Warner, and is a committee member at the Teammates Mentoring Program.

 

Phone 858-550-4978