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 is an Investment Adviser Representative, having passed his Series 65 securities exam, and is insurance licensed in multiple states, including life and health insurance and variable annuities in Florida. 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.
As First Coast Financial’s Vice President, Kyle Boston pulls from his personal drive for success and acute attention to detail to fuel his passion for helping clients live out their retirement dreams.
Kyle joined the First Coast Financial team in 2018. He proudly serves residents and their families throughout Northern Florida by helping them understand their income options in order to live their lives with confidence. Kyle is passionate about doing his part to help clients build successful strategies for their financial futures.
Kyle graduated from Mandarin High School and has a bachelor’s degree from Florida State University.
Kyle is rooted in the community he serves, having lived in Jacksonville most of his life. When he isn’t at the office, Kyle enjoys traveling, camping and reading.
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