Bill Fanter

Options Action LLC

Teaching students the most valuable life skills in building a six figure income stream through options trading. 

I cover the following topics in great detail:

-> Choosing between stocks vs options 

-> How to select which options contract to buy

-> Maximizing profits within each trade

-> Selecting the best broker

-> Reading the charts and indicators 

-> Leveraging the trading community’s alerts and signals 

-> Understanding key risk strategies 

-> Managing human emotions 

-> Simulated trading exercises 

This turnkey program which helps you succeed right out of the gate. With over 1,150 LinkedIn professionals who graduated, you can’t go wrong.

Chief Executive Officer

Luther Burbank Savings

Focused on creating and executing strategies to drive exponential deposit growth while increasing non-interest income revenue through specialty product development.  

Additionally, I’m responsible for marketing and client experience initiatives throughout the organization including the branch and digital channel service centers.

-	Strategic Planning and Execution: Developing and implementing strategic plans for the retail and business banking division, aligning with the organization's overall goals and objectives.

-	Team Leadership and Development: Leading and mentoring teams across various functions, ensuring efficient operations, promoting professional growth, and fostering a collaborative environment.

-	Product and Service Innovation: Identifying opportunities for new retail and business banking products/services, as well as enhancing existing offerings to meet customer needs and stay ahead in the market.

-	Customer Experience Enhancement: Overseeing efforts to improve the customer experience, from personalized services to digital banking solutions, ensuring customer satisfaction and loyalty.

-	Risk Management and Compliance: Ensuring that retail and business banking operations adhere to regulatory standards and internal policies, managing potential risks, and implementing measures to maintain a secure and compliant environment.

Executive Vice President Retail & Business Banking

Opus Bank

Leading Opus’ Retail Banking division, including overseeing its 46 banking offices located in California, Washington, Oregon, and Arizona in addition to call center management and retail banking operations.
 
-	Developing and implementing strategic plans for the retail banking division.

-	Setting goals, objectives, and key performance indicators (KPIs) to drive growth and profitability.

-	Aligning business strategies with the overall goals of the organization.

-	Overseeing the development and enhancement of retail banking products and services.

-	Ensuring an exceptional and consistent customer experience across all retail banking touchpoints.

-	Monitoring customer feedback, complaints, and satisfaction surveys to make improvements.

-	Implementing risk management protocols to ensure the security of customer data and financial transactions.

-	Building and leading a high-performing team of retail banking professionals.

-	Providing guidance, mentoring, and professional development opportunities to team members.

Executive Vice President Head of Retail Banking

U.S. Bank

Strategic leadership, growth and development of U.S. Bank's Consumer & Business Banking network within the greater Chicagoland area with over 152 branches, $10 billion in deposits, $2 billion in loans and over 980 remarkable colleges.
 
 -	Develop and execute comprehensive strategies to drive growth and enhance market presence.

-	Align business objectives with market trends and customer needs for sustainable development.

-	Oversee the financial health of the network, managing deposits, loans, and revenue targets.

-	Implement effective cost management strategies to optimize profitability.

-	Provide leadership to branch managers and teams, fostering a culture of high performance and accountability.

-	Develop talent through coaching, mentoring, and training programs to enhance employee skills and engagement.

-	Implement customer-centric initiatives to improve overall satisfaction and loyalty.

-	Lead corporate social responsibility initiatives, contributing to the welfare of the community.

-	Establish the bank as a trusted partner through active involvement in community events and philanthropy.

Senior Vice President, Consumer & Business Banking Market Executive 

Kirchman Corporation

Lead the design and implementation of automation for 3rd party service providers to drive ATM networks, overdraft protection services, commercial real estate lending disbursements, money laundering software, etc.
 
 -	Develop comprehensive strategies for automating various services provided by 3rd party service providers, including ATM network management, overdraft protection services, lending disbursements, and anti-money laundering software. 

-	Analyze the existing processes related to ATM network management, overdraft protection, lending disbursements, and money laundering software. 

-	Identify bottlenecks, inefficiencies, and areas for improvement. Implement optimized automated workflows to streamline operations and enhance efficiency.

-	Collaborate with 3rd party service providers to integrate their systems with the organization's automation framework. 

-	Identify and evaluate automation technologies, tools, and platforms that are suitable for specific services, such as robotic process automation (RPA), workflow automation, API integration, and machine learning. 

-	Ensure that the automation processes adhere to regulatory standards and compliance requirements, especially in sensitive areas like money laundering software. 

-	Develop and implement controls, monitoring mechanisms, and audits to mitigate risks associated with automation and maintain a secure operating environment.

-	Streamlining and optimizing the retail delivery process to ensure products and services reach customers efficiently and effectively.

Director of Automation Services 

GreatBanc, Inc.

Oversight for retail delivery, marketing, compliance and audit responsibilities.

Senior Vice President & Chief Operating Officer 

Former bank executive with 35 years of experience | Options trading expert who has taught 500+ students | Join my Masterclass to learn the strategy I used to create a 6-figure income stream

Want to break free from the 9-to-5 grind?

When I was stuck in the 9-to-5 cycle:

- I felt trapped, exhausted, and unfulfilled.
- The daily grind left me with little time for my family, friends, or personal passions.

I knew there had to be a better way to live—
- A way to achieve financial freedom, flexibility,
- And a more fulfilling lifestyle.

That's when I discovered the power of trading stock options.

I escaped that 9-to-5 grind with it.

Learn how I did it and built a 6-figure income stream from trading.

Reach out to me if:

- You want financial security and independence.
- You're looking to supplement your current income.
- You'd like to build location freedom, time freedom, or both.
- You crave lifestyle improvements and luxury experiences.
- You're interested in options but feeling a little bit skeptical.

I can feel you because I was you when I was in that 9-to-5 cycle.

I'll teach you my method that has:

- Daily ROIs of 30-300%
- Documented win rates of 78-80%

And I can even help you turn your spouse into a believer.

Ready to achieve financial freedom, build a reliable second income, and enjoy a flexible lifestyle?

Great! What are you waiting for?

Reserve your spot in my next course at www.BillFanter.com.

Still skeptical?

I get it. My husband used to be a skeptic, too.

Just send me a DM and we'll grab a few minutes to talk.

Client Testimonials

• “I never anticipated that this training would be so incredibly comprehensive from start to finish.”

• “I have already made my investment back and then some on the first day of trading.”

• “This class has been pure gold!”

• “What an energizing class and I wish we could keep meeting weekly as there’s so much knowledge which Bill possesses.”

• “I loved the simulated trading which really brought everything together full-circle – Great job!”

• “This has been, by far, one of the best investments (if not the best) I've ever made in my own education.”

• “I was blown away by all the details Bill provided, making this absolutely turnkey for anyone to succeed.”

• “I’ve already referred 3 colleagues to sign up for the next round as this program is a game changer.”

Founding Member

A business and social community centered around growing your brand, building your network, scaling your business, and establishing trust

You know the hardest part about teaching trading?

It's not teaching the software.

It's not teaching the systems.

It's not teaching the knowledge.

In fact, it has absolutely nothing to do with intelligence at all.

The hardest part about teaching trading is this:

Fighting human psychology.

Everyone thinks they can avoid greed... 
Until they're up 40% and want 100%. 

Everyone thinks they can avoid FOMO...
Until they see everyone else up 55% on a trade.

Everyone thinks they can avoid fear...
Until they see their position drop 30%.

The best traders know this game is 90% conquering your emotions.

If you can do that?

You'll be absolutely golden.

Live trading with 30%-300% returns | Options trading expert who has taught 1,325+ students | Join my Masterclass to learn the strategy I used to create a 6-figure income stream

My entire life, I thought I was going to be a Doctor just like my father.
 
Then in 2017, I realized it wasn't my passion.
 
So, I decided to end my pre-medicine college track.
 
But, before I could, I had to have a plan.
 
My dad grew his medicine practice by building relationships and grow by word of mouth.
 
These same relationships he built were the foundation for me to seek help and learn about other career paths.
 
So, I started calling his network.
 
The second call I made was to his financial planner, Timmy.
 
Timmy taught me that there's 3 things everybody thinks about before they fall asleep.
 
1st: Did I hurt anyone today? If so, you can talk to someone about that.
 
2nd: Am I healthy? If not, you can call your doctor tomorrow - that's my Dad.
 
3rd: Have I made the right financial decisions for my family? That's where I come in.
 
I'm okay with batting 3rd in that lineup.
 
Since that day, I've spent my time simplifying financial decisions for my clients.
 
How I can help you:

➡️Review every year because life happens and things change
➡️Feel confident to make difficult financial decisions
➡️Develop a simple, implementable financial plan
➡️Hold you accountable to your goals

My results:

➡️The best 1st year my agency has ever seen in its 130+ year history
➡️Rookie of the year 2021
➡️New Advisor of the year 2021
➡️Over 100 households (and counting) receiving my help & expertise

If you want to learn more about how I help my clients and see if we’re a fit, you can schedule on my calendar HERE👇🏼

Calendly.com/sallavanti/intro

Mando Sallavanti III

Freedom Path Wealth

Freedom Path Wealth is a financial planning firm built for top performers in Big Tech, especially those at Salesforce, Oracle, and Paycom.

We help high-earning account executives take control of stock compensation, manage variable income, reduce taxes, and turn peak earning years into lifelong financial freedom.

Whether you're navigating equity compensation, planning early retirement, or just tired of feeling like your money isn't working hard enough, you'll get a customized strategy and ongoing partnership built for your lifestyle.

Disclosures: Securities and investment advisory services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000. CA Insurance License #4148846. Domiciled in PA. Freedom Path Wealth is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

I am licensed to sell insurance in: AL, AZ, CA, DE, FL, HI, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, WI, WV, UT. CA Insurance License #4148846. Domiciled in PA.

Armando Sallavanti is registered to transact securities business in: AL, AZ, CA, DE, FL, GA, HI, IL, IN, KY, MA, MI, MD, MN, MO, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV and WY.

Founder and Financial Advisor

Followers to Fact Finders

Teaching growth-minded financial advisors to generate fact finders using LinkedIn without paid ads, ghostwriters, or awkward asks to their network.

Over the past 3 years, I've scaled my own advisory revenue by 100%+ using organic LinkedIn strategies, generating 1,000+ leads and over $1,000,000 in revenue while earning a Top 25 spot in financial planning fees at MassMutual in 2024.

Unlike marketing gurus teaching theory from the sidelines, I'm a producing CFP® sharing exactly what works in the trenches. 

My coaching community delivers:

- 2 monthly live group coaching calls with real-world strategy
- Complete LinkedIn system covering profile optimization, content strategy, and conversion frameworks
- DM templates and commenting strategies that build relationships, not resistance
- Lead magnet and email nurture systems designed specifically for advisors
- Community support from other growth-focused financial planners

This isn't about shortcuts or automation. 

It's how you build authentic relationships and position yourself as the obvious choice when prospects are ready to work with an advisor.

The result? 

Advisors who implement our system can stop hunting for clients and start attracting them, creating a predictable lead flow that scales their practice without burning them out.

Founder and Coach

Finseca

As a proud member of Finseca, an organization dedicated to advancing financial security for all, I’ve had the privilege of speaking on national stages at both the LAMP and Advanced Markets conferences. 

My talks focus on turning complex planning topics into real-life strategies that drive better client outcomes. 

Finseca brings together the most elite minds in the industry, and being invited to speak and contribute is both an honor and a reflection of the impact we’re making at Freedom Path Wealth.

Speaker and Member

The Outlier Project

I serve as T.O.P.’s personal finance advisor, speaking to the community multiple times a year and serving as the go-to resource on building wealth with intention. 

It’s an honor to give back to this tribe of outliers while helping members build real financial security in the process.

The Outlier Project is a private community of 700+ high performers across business, sports, military, and media - home to names like Heather Monahan, Brandi Chastain, Jason Redman, Layla Ali, and Jesse Itzler. 

Founded by Scott MacGregor, it’s a space where growth-minded leaders come to elevate their mindset, build elite relationships, and do extraordinary sh*t with extraordinary people.

T.O.P. Advisor

MassMutual Greater Philadelphia

Intern

Build generational wealth without the money stress | Financial Advisor for Big Tech (Paycom, Oracle, Salesforce) | Top 25 MassMutual Financial Advisor (2024)

Many people making $500k+ are still winging it.

And it’s costing them... big time.

The income’s there. 
The RSUs are vesting. 
The lifestyle looks great on the outside.

But behind the scenes? 

It’s messy:

→ No cash flow system
→ Surprise tax bills
→ Missed opportunities
→ Constant guilt they “should have it together by now”

That’s where I come in.

I help tech professionals at Oracle, Salesforce, and Paycom build a financial system that makes their money work harder without them working harder.

✅ We automate cash flow
✅ Optimize RSUs + ESPPs
✅ Turn commissions into passive income
✅ And bring everything under one clear plan

“We bought a vacation home in Mexico… and never could’ve done it alone.” – Sam**
“Now I have structure, peace of mind, and real momentum.” – PJ***
“I finally feel financially stable and confident.” – James****

This isn’t cookie-cutter. 

This is custom strategy, real results, and someone in your corner every step of the way.

If you’ve outgrown basic advice and want something that actually matches your income level, we should talk.

Message me PLAN for more details.

📩 Not ready? Get my free emails: https://mailchi.mp/financialguide/newsletter


*All testimonials above are current clients and were not compensated for their testimonials. Their testimonials may not be representative of the experience of other clients and is not indicative of future performance or success. 
**CRN202705-8760411 
***CRN202705-8760450 
****CRN202705-8760433

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The Battle

Bill Fanter

Mando Sallavanti III, CFP®, CEPA, ChFC®

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The Battle

Bill Fanter

Mando Sallavanti III, CFP®, CEPA, ChFC®

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Bill Fanter's LinkedIn Performance

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