William B. Giffen
Client Development Manager
William serves as a Client Development Manager at Centric, bringing nine years of experience as a high school educator to his role. This background provides a unique perspective when working with clients, emphasizing the importance of financial education.
Centric’s comprehensive planning approach and fiduciary responsibility made it the perfect fit after transitioning from teaching. The lack of financial education in schools leaves many individuals and families unprepared to manage daily expenses, let alone plan for long-term financial security and wealth accumulation.
A passion for wealth management was born from personal experience. At 27, a cancer diagnosis revealed the immense financial burden that unexpected life events can create. Earlier in his career, during his first full-time teaching position in Huntsville, TX, financial mistakes piled up—credit card debt, unnecessary purchases, and a "pay it back later" mindset. Eventually, the stress of financial strain became overwhelming, reinforcing the importance of financial literacy and planning. No one should have to face that kind of uncertainty.
Now, the focus is on supporting individuals and families find financial freedom, achieve their goals, and empower their lifestyle with confidence.
Getting To Know William
My favorite foods are
Tex-Mex and Italian.
Specifically, chicken enchiladas
verde and chicken
fettuccine alfredo.
Growing up
I participated in basketball
and soccer from a young
age through high school.
Prior to Centric
I taught high school at College Park High school in The Woodlands, Texas.
The best part of my career
is helping others achieve their goals and dreams.
When I'm not working with clients
I perform in two theatre productions a year.
Professional
Years of Experience
