Bill Porterfield, CRPC
President | Financial Planner
Bill is an independent financial advisor and wealth manager, President, and co-founder of Denali Wealth Management.
He began his career in the financial services industry in 1987. Early on, he focused on the financial needs within the 403(b) marketplace, spending much of his time assisting the faculty and staff of UT Southwestern Medical School, UT Arlington, and UT Dallas with their financial and retirement planning needs. In addition
to providing financial services in the 403(b) marketplace, Bill has worked extensively with business owners in the 401(k) arena, offering solutions to meet their employee benefits needs.
As his clients' financial needs became more complex, Bill expanded his expertise into comprehensive, fee-based financial planning and wealth management. From college funding and estate planning to coordinating diversified portfolios and retirement strategies, Bill demonstrates a continuous passion for helping clients work toward achieving their financial goals.