Bill Promes
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I work with a number of divorced or single women in the tech industry, and I've found that they are always eager to learn about financial planning and investing. One of my strengths in my previous career was the ability to facilitate conversations between the technical and business teams. In my work with women, I feel like I can help explain financial planning and investment concepts in a jargon-free way, and they are more open to learning than some of my male clients that are more apt to think that they know everything already. I really enjoy helping women maximize their equity compensation and employee benefits and ensure that they are setup comfortably for today all the way to retirement.
I founded Austin Creek Capital, LLC in 2021, after nearly 20 years in Information Technology at Charles Schwab. During my time at Schwab, I developed my interest in financial planning and investing, and wanted to share this passion with others by becoming a financial planner. I enjoy helping my clients take control of their finances and accomplish their goals. Together, we develop a holistic picture of your finances and chart a course to accomplishing your goals. Whether it is getting out of debt, saving for college, buying a home, or early retirement, it’s never too early to work with a financial planner!
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Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.