Bill Peartree joined Marsh & McLennan Agency (MMA) in 2002 and became a Principal in 2006. He currently serves as Director of the Retirement and Wealth Management Services Division of MMA.
He began his financial services career in 1988 with IDS/American Express, and founded Corporate Benefits Solutions, a firm dedicated to developing and servicing qualified and non-qualified retirement plans, in 1990.
Bill is an active member of the American Society of Pension Actuaries (ASPA), Employee Benefits Institute of America (EBIA), as well as the Profit Sharing/401K Council of America (PSCA). Bill is on the board of La Costa Youth Organization and the San Diego chapter of the National Institute of Pension Administrators. He is also a committee member at the Monarch School.
Bill is a graduate of the University of Nebraska, Lincoln, with a bachelor’s degree in finance. He is an Accredited Pension Representative (APR) through the National Institute of Pension Administrators. In addition, he is a Registered Investment Advisor, and holds Series 7, 63, and 65 licenses through the National Association of Securities Dealers (NASD) and a Life & Variable contract license with the California Department of Insurance.