Bill Unrein AIF® provides estate planning and wealth management services to clients. His primary responsibilities include assisting clients with current and future financial and estate planning, banking, retirement strategies and cash flow planning. Because of Bill’s diverse financial background and experience he is able to advise on a wide variety of topics. He works closely with clients’ tax preparers, attorneys, and other consultants as part of the planning process. Bill is an Accredited Investment Fiduciary and a member of the FPA (Financial Planning Association)
After working for over 16 years at Smith Barney and subsequently Morgan Stanley, Bill and his team left in 2012 to establish Fairhaven Financial Advisors. He is now a principal and an owner of Skyline Advisors. Bill is a native of Whatcom County, growing up in Ferndale and working in senior management in the banking industry for almost 20 years. He received his BA in Business and Economics from Western Washington University, a degree from Pacific Coast Banking School University of Washington, and a Financial Planning Certificate from Kaplan University.
He has been active in the community having been a member and President of Bellingham Bay Rotary, Boys and Girls Clubs of Whatcom County, Bellingham Golf and Country Club as well as serving as a Mentor for the Bellingham SCORE Chapter.
Bill and Kae have been married over 47 years. Their personal interests include family activities, golfing and traveling. He is a big fan of the Washington Huskies and the Seattle Seahawks.. They have two daughters, Megan and Erica, and six grandchildren.