Chairman & CEO

My name is Bill Heath and I am here to help you hit a home run financially.

Actually, hitting a financial home run does not mean making a killing in the market in one year. It means discerning your financial goals and expectations for yourself, your business, your family, and then designing a financial plan to attain those goals. Mark McGuire played the game for a great many years before hitting 70 HRs in a single season.

Now, should you decide to get to know me, you'll find out that I know a thing or two about playing on a winning team. I never did make it to the World Series, but I did have the good fortune of playing on several winning teams in major league baseball, working behind the plate for the Houston Astros, Detroit Tigers, and Chicago Cubs. Before that, I earned my Bachelor of Science degree from the University of Southern California, where I was an All-American and team captain of the USC Trojans baseball team. I played on two national championship teams for USC in 1958 and 1959. Having made it to the top in professional baseball, I learned what it takes to be a winner.

What does baseball have to do with financial planning? Quite a lot, actually. Teamwork is vital to winning in baseball, and it's important in financial planning, too. You will require a number of financial professionals from time to time, including lawyers, accountants, and others. At the hub of your financial affairs, however, you need a financial coach to coordinate, or even orchestrate the design and implementation of your decisions. I have served my clients as their "Financial Coach" for over 30 years, since I retired from baseball. Off-season, I spent three years as an auditor for Haskins & Sells, Certified Public Accountants, (now Deloitte Touche) and after hanging up my mitt in 1970, I joined the firm of Price Waterhouse & Company (now PriceWaterhouseCoopers) as a member of the professional audit staff. I founded my own firm 2 years later, and have spent the past 3 decades learning how to bring financial peace of mind to my clients.

I have kept my firm on the leading edge of financial planning and services, innovating the concept of the Barrington Quarterly System™ in the late 80s, and advancing that concept to the development of "Net Worth Management" in the early 90s. These developments have attracted the respect of other professionals, and I believe they are key to my being nominated for Financial Planner™ of the Year for 1985, and being named each year since 1998 as one of the Top 250 financial advisors in America by Worth Magazine. This recognition is important for one reason: it gives my clients an assurance that their financial affairs will be handled in a most professional manner, with their own peace of mind and achievement of their goals as my primary goal. With this, I will have done my job as their financial coach...making every client a winner.

I earned my CFP® certification in 1982 and my MBA in 1981 from the University of Houston. In addition to holding a Series 7, 63, and 24 licenses, I also hold an insurance and variable annuity license, a real estate broker license, and a mortgage broker license.

My other duties include lecturing for many educational, civic, and business organizations on a variety of topics. My articles have appeared in the Financial Planner, ICFP Journal, the Houston Business Journal, and many other publications.

For those of you who like to know what your professional advisors do in their spare time, I have served on the adjunct faculty of the College For Financial Planning, am past president of the Houston Society of the Institute of Certified Financial Planners, and a member of the Financial Planning Association. At the invitation of the ICFP Board of Directors, I served as an ad hoc committee member on the Public Awareness Committee.

Click here to view a personal statement



1998-2010 Barrington Financial Advisors, Inc., Houston, Texas All Rights Reserved. Offices in Texas & California. Corporate office: 9800 Richmond Avenue, Suite 250, Houston, Texas 77042. Barrington Financial Advisors, Inc. is a Registered Investment Advisory (RIA) firm with the Securities and Exchange Commission. CFP® and CERTIFIED FINANCIAL PLANNER™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.