William J. Egan III, CFP®, CLU®

Bill Egan is a veteran of the financial services industry, with decades of experience helping clients achieve their goals. He is a founding partner of Egan Lynch Financial Group and has worked with thousands of clients during his career. Bill’s clients include individuals, families, large and small business, not-for-profit organizations, and local governments. He specializes in comprehensive financial planning, personal insurance, retirement planning, and executive benefits.

Bill believes strongly in working with his clients to help them protect their families and businesses, and is grateful that he has had the opportunity to help so many people over his distinguished career.

Bill is a CERTIFIED FINANCIAL PLANNER^TM professional and earned the Chartered Life Underwriter (CLU®) designation. He is an alumnus of Seton Hall University, and is securities and insurance licensed in several states. He is a member of the Million Dollar Round Table and the National Association of Insurance and Financial Advisors.

Bill grew up in West Orange, NJ and has lived in Avon-by-the-Sea, NJ for over 35 years, where he and his wife raised their three children. He is an active member of the Spring Lake Golf Club, and has volunteered with various organizations over the years, including the VNA Health Group and Monmouth University. He loves to spend time with his family, including two grandsons, and is an avid golfer.

Schedule a meeting or phone call with Bill to learn more about Egan Lynch Financial Group and how he can help you achieve your goals. 

Licensing

Life and health insurance licensed in multiple states

FINRA Series 6, 7, 63 securities licensed

CA Insurance Lic. #0C51888

Domicile State: NJ