Bill’s journey is a testament to the power of planning and strategic thinking. Before launching his finance career in 2005, Bill served with distinction in the United States Marine Corps and the United States Navy for 21 years. His service instilled in him crucial strategic and tactical planning skills, which he now leverages to help his clients build and preserve their wealth.

Bill is a graduate of the University of San Diego. He holds the prestigious Certified Financial Planner and Certified Exit Planning Advisor designations. In addition to his CFP® and CEPA credentials, Bill is licensed with LPL Financial, holding Series 7, Series 24, and Series 66 licenses, as well as a California Life Insurance license. He takes great pride in being part of Pence Wealth Management, recognized as one of Forbes’ Top RIA Firms from 2021-2024, and Barron’s Top 100 Private Wealth Management Teams in 2021.

Bill’s commitment to his profession extends beyond his client work. He has served on the board of the Financial Planning Association (FPA) and is a founding board member, and current Board Chairman of Support the Enlisted Project (STEP), an organization dedicated to improving financial wellness to fight homelessness, food insecurity, and mental health issues among active-duty military members and veterans.

Amid his professional licenses, Bill cherishes his Commercial Pilot License the most. He and his wife Kathy reside in San Diego with their beloved dog Teddi. They have three children: Danielle, Helene, and Tim.

Forbes America’s Top RIA Firm’s ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

As of 10/29/2024, the total assets serviced by PWM through LPL Financial consist of over $1.99 billion in advisory and $270 million in brokerage assets.

Barron’s Top 100 Private Wealth Management Teams (2021) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Bill Boggs is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA. SIPC.