Bill G. Pendleton, AIF
Financial Advisor, Managing Partner
Meet Bill Pendleton, AIF®
Managing Partner & Financial Advisor at RP Wealth Advisors
With nearly 30 years of experience in both the investment and insurance industries, Bill Pendleton is dedicated to helping individuals and business owners accumulate, protect, and manage their wealth. As a Managing Partner at RP Wealth Advisors, Bill brings a wealth of knowledge to guide clients through a comprehensive array of financial tools, products, and services designed to meet their unique needs and goals.
Bill’s background includes management experience with John Hancock Financial Services and certification in the Financial Needs Analysis program. He has also been an active member, instructor, and past president of the National Association of Insurance and Financial Advisors (NAIFA). Drawing on his extensive industry experience and strong relationships with key investment partners, Bill provides well-rounded, goal-focused financial strategies that put clients’ best interests first.
Outside of his professional life, Bill resides in Valparaiso with his wife, Megan, a dedicated public school educator, and their two children, Shea and Parker. Bill is deeply involved in his community, serving as a member of the YMCA, a past member of Kiwanis, and a member and past treasurer of Christ Lutheran Church of Valparaiso. He earned his Bachelor of Science in Management from Indiana Wesleyan University, after attending Indiana University.