Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

bill

Bill Aldrich, CLU® President

Bill Aldrich is focused on helping clients work toward their retirement dreams through well-thought-out financial strategies.

Bill got his start in the industry in 1986, working for a local financial services firm. He co-founded First Coast Financial Group in 2004 to focus on helping clients make informed financial decisions consistent with their goals for retirement, estate and business planning.

“Far too often I meet with individuals who own financial products that they don’t understand — or, worse, they own products that are inappropriate for their situation,” Bill said. “The most rewarding aspect of my job is seeing a client’s stress level drop when they are able to confidently decide what is correct for their situation.”

Bill passed his Series 65 securities exam and holds licenses in life and health insurance and variable annuities in Florida and a life insurance license in North Carolina. He earned his Chartered Life Underwriter (CLU®) designation and has a bachelor’s degree in mathematics from the University of North Florida.

Bill and his wife, Anna, live in the Mandarin area of Jacksonville. In his free time, he loves spending time with his six children. His hobbies include fishing, poker and golf.

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