Bill started his financial planning career in 2005. His purpose has always been to help people accumulate and maintain their wealth on purpose. He educates and collaborates with clients so they can make the best decisions for their situation and avoid financial mistakes.
Bill specializes in Tax Planning, Retirement Income Distribution 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™ certificate, 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, Bill holds his Series 7, Series 66, and Series 24 with LPL Financial, and he also holds the CA Life Insurance license. However, it is his Commercial Pilot License that 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
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