William Boggs, CFP®, RICP®
PWM Financial Advisor
William Boggs, CFP®, RICP® | PWM Financial Advisor
William started his financial planning career in 2005 as an independent advisor before joining LPL Financial as a Senior Financial Planning Consultant. Bill brings to Pence Wealth Management his broad-based experience and his passion for financial planning.
William specializes in the areas of retirement income distribution strategies, taxation strategies, and college planning. He has a strong knowledge of and understanding of veterans’ benefits after serving over 21 years in the Marine Corps and the Navy.
A graduate of the University of San Diego, He is a CERTIFIED FINANCIAL PLANNER™ certificant, and a Retirement Income Certified Professional. He has served on the board of the Financial Planning Association (FPA). He spent two years on the Membership and Programs Committees of the Association for Corporate Growth (ACG), and was a founding board member of Support the Enlisted Project (STEP), an organization providing emergency financial grants and transition assistance to junior enlisted military members and their families.
In addition to his CFP® Certificate, and RICP® designation, William holds his Series 7, Series 24 with LPL Financial, and Series 66 with both LPL Financial and Pence Wealth Management, and CA Life Insurance licenses, but his Commercial Pilot License is the one he prefers to use the most.
William and his wife Kathy live in San Diego with their children, Helene and Tim. Their oldest daughter Danielle ventured off to the great Northwest, and is attending Gonzaga University – Go Zags!
CA Insurance Lic.# 0E92131