Overview

Our Mission:

To empower people to make wise financial choices.

Our Specialty:

• Expertise in wealth accumulation, distribution and preservation strategies.
• Objective financial coaching, planning, and advisory services.
• A consultative and integrated approach to your financial needs.

• Advocate for each client by serving the client's best interest first and foremost.
• Maintain strict confidentiality.
• Foster an attentive, responsive and trusting relationship with each client.

Some Benefits Our Clients Have Realized:

• Successful transition into retirement.
• An integrated strategy that embodies their true purpose for money.
• Greater peace of mind that comes from knowing the little things are taken of.

Bio

William has been improving the financial lives of others since 2003, when he began providing fully integrated financial planning advice and services.  From day one, he has advocated the consultative approach to planning, which is grounded in years of study and practical experience.  William facilitates conversations that might not otherwise take place between spouses, family and business partners.  The results: he helps his clients put their financial affairs in good order, safeguard their wealth, and avoid costly mistakes.



William is passionate about helping others.  He became a financial planner after witnessing the devastating effects that poor financial counsel had on his mother-in-law following the death of her husband.  William entered the industry deeply committed to ensuring others never faced the same fate.

Education

William earned an MBA from The University of Arizona with an emphasis on entrepreneurship, finance and marketing.  He received a BA from the University of Kentucky.  Committed to a higher fiduciary standard of excellence, he has met the high standards of education, experience and integrity to earn the professional designations of CERTIFIED FINANCIAL PLANNER^TM
professional, Accredited Investment Fiduciary® and
Registered Financial Consultant.  He also holds his series 66 license and California Insurance license.

Associations

William has been a professional member of the Financial Planning Association since 2004 and a professional member of the Center for Fiduciary Studies since 2006. Additionally he has been a member of the National Ethics Association since 2006 and International Association of Registered Financial Consultants since 2009.  In 2011, he earned a professional membership into the prestigious  Sudden Money Institute.

Bio

William lives in the San Francisco Bay Area with his wife and son. In his free time, William is an avid spectator sports fan and enjoys music, food and road trips. He also enjoys volunteering with organizations focused on children and families.

References

William has offices located at:

• Peninsula: 565 Pilgrim Drive, Suite C, Foster City, CA 94404
• North Bay: 2841 Cleveland Avenue, Suite 14, Santa Rosa CA 95403