Bill Boggs understands the value of planning. Before beginning his career in finance in 2005, he served in the United States Marine Corps and the United States Navy for 21 years. There, he developed strategic and tactical planning skills that are critical to achieving any goal — and he puts those skills to work helping his clients work toward building their wealth.
Most of Bill’s clients come to their initial consultation knowing they must get a plan in place to give their financial lives some direction. However, they are not always sure what that means or how to get started.
Bill’s purpose is to guide clients in grabbing control of their financial direction and taking deliberate action in pursuit of their goals. Along the way, he provides insight into the inner workings of the market, and he helps ensure clients avoid the financial pitfalls that can take their plans off-track.
Bill Boggs’ Philosophy
Money is a form of energy – stored wealth is potential energy, and money in motion is kinetic energy. Financial independence is achieved through the purposeful management of your financial energy and financial behavior.
Flying helicopters off of the back of Navy ships for 17 years taught Bill the necessity of managing energy. When a helicopter loses an engine, the aircraft takes on the gliding properties of a rock. It is critical to quickly and deliberately manage the potential and kinetic energy of the free-spinning main rotor to effect a safe landing. He applies the same skills he learned as a Navy pilot to help clients proactively and decisively manage and accumulate their wealth with purpose.
Education and Experience
Bill specializes in the areas of Tax, Estate, and Philanthropic planning. This gives him an opportunity to partner with clients to craft strategies that ensure more of their hard-earned assets go to the people and organizations that have personal meaning.
Bill is a graduate of the University of San Diego. He is a Certified Financial Planner Professional, and he has earned the designation of Retirement Income Certified Professional. In addition to his CFP Certificate and RICP designation, Bill holds his Series 7, Series 24, and Series 66 with LPL Financial, and CA Life Insurance licenses. He is also proud to be a part of Pence Wealth Management and their selection as Barron’s 2021 Top Private Wealth Management Teams.
Bill served on the board of the Financial Planning Association (FPA), and he is a founding board member of Support the Enlisted Project (STEP) – an organization that provides counseling, education, and grants to build financial self-sufficiency among junior active duty enlisted members, recently discharged enlisted veterans, and their families, particularly when they are facing a financial crisis.
While Bill has earned a long list of professional licenses and designations, the one he enjoys most is his Commercial Pilot License. He and his wife Kathy live in San Diego with their dog Teddi. They have three children — Tim is attending Boise State University, Helene is at UC Davis, and Danielle, Gonzaga Class of 2020, is an EMT working towards medical school.
Contact Bill Boggs to schedule an appointment and start planning for your dreams today.
Pence Wealth Management (“PWM”) is a sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. Pence Wealth Management, Inc. is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 4/1/2021, the total assets serviced by PWM through LPL Financial consist of $1.7 billion in advisory assets and $300 million in brokerage assets. PWM and LPL Financial are separate entities.
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.