William Bengen

William Bengen, CFP, is the president of Bengen Financial Services and is a fee-only personal financial advisor based in El Cajon, CA. He began his career with a family-owned soft drink bottling franchise firm in the New York metropolitan area. After 17 years with the company during which Mr. Bengen served tenure as president and COO, the business was sold. Following this, he moved to Southern California where he began his practice. Mr. Bengen is the author of Conserving Client Portfolios During Retirement which presents his research in sustainable withdrawals from an investment portfolio during retirement. Mr. Bengen's articles and quotations have appeared in numerous publications including the Journal of Financial Planning, Financial Planning magazine, The Wall Street Journal, Kiplingers, and the NAPFA Advisor. He has presented his research on conservation of client retirement portfolios at numerous financial planning conferences and meetings. Mr. Bengen is a member of the Editorial Review Board of the Journal of Financial Planning and the National Association of Personal Financial Advisors (NAPFA). He received a BS from MIT. Mr. Bengren then earned his CFP in 1990 and a Master's in 1993.