Billy Petzold CDFA®
Billy grew up in Bowie, MD, where his parents instilled the value of living below your means and making financially sound decisions in their children. Before entering the financial services industry, Billy started Absolute Medical Systems, where he helped physicians deliver the best possible outcomes to their patients. After 12 years of running that business, he structured an exit with one of the largest medical manufacturers in the world; Stryker. That passion for helping others is led him to the financial industry, where he is focused on giving his clients the best experience possible.
Billy enjoys and finds great fulfillment in working with clients of all ages and levels of investment. His focus areas include complex retirement strategies, asset protection, wealth preservation, and generational wealth transfer. Billy approaches every client with personal sophistication, expert advice, and transparency. He appreciates each client’s needs and specific financial situation. He is dedicated to making sure each client experiences firsthand the relationship-focused environment that Coastal Strategic Capital has become known for and continues to deliver.
Billy lives in Daniel Island, SC, with his two daughters. He loves to socialize with friends, work out, and play golf. He has an amazing group of friends and feels fortunate to see them often. His mission in life is to be the best father and friend he can be by always putting others first.
Billy received a Bachelor of Science degree in Business Administration with a major in Finance from Towson University and post-baccalaureate in premed. He holds Series 7 and 66 securities registrations and Life, Accident, and Health insurance licenses.