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H/William K. Velekei, CPA, CFP®

William K. Velekei, CPA, CFP®

Will is Partner at Mariner Wealth Advisors, a private wealth management firm located in Bethlehem, PA. His past experience includes working for Philadelphia-based hedge fund SGF Capital as well as working in the audit practice at KMPG. Will graduated with honors from Lehigh University, earning a bachelor’s degree in accounting. In addition to his CPA (Certified Public Accountant) certification, he is a Certified Financial Planner (CFP®).

Will is currently the chapter President of the Pennsylvania Institute of Certified Public Accountants of the Lehigh Valley. He also serves on the Lehigh Accounting Department’s Advisory Board.