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William S Hart

Adjunct | Finance & Financial Services

Accounting & Finance | Coggin College of Business

Areas of Expertise

Work Experience: 

  • Partner in Retirement Strategies, a fee-only comprehensive wealth management firm.  Have provided financial planning and investment management services for over 23 years.
  • Partner Project Resources, Contract mortgage underwriting firm.  Provided mortgage underwriting services to local banks, credit unions and mortgage companies.
  • Computer Consultant, Provided consulting services on financial and accounting software for large corporate clients.
  • Banking, Worked 8 years in the banking industry in the area of corporate finance.  Concentration in managing financial reporting and accounting systems for a state-wide bank.


BSBA in Finance, University of Florida, 1981

MBA, University of North Florida, 1986

CFP designation, CFP Board of Standards, 1995


I have a passion for helping my clients understand the choices they need to make to retire with confidence.  As a life-long learner, I am always seeking to deepen my knowledge and experience in a way that benefits the people I try to help.

It is this love of learning that led me to become an adjunct professor at UNF as I believe that when you are teaching, you are learning.


Ultimate CFO, Jacksonville Business Journal

President, FPA of Northeast Florida, 2008


FPA of Northeast Florida

FPA National

National Association of Personal Financial Planners


Contact Information

(904) 620-2630