Helping Clients in Northern California
About Bill
Since 1999, Bill has been helping individuals, families and small businesses strive to achieve their financial goals. He does this by harnessing his 20+ years of financial services experience. He then creates a plan tailored to fit your specific goals while aiming for a comfortable lifestyle in retirement. He realizes that it is also important to account for the “what-ifs” in life…unexpected expenses, changes in the economy, or the possibility of a healthcare event. He welcomes your questions regarding Retirement, Insurance, Estate Planning or achieving that specific goal or dream that’s been on your mind.
Outside of work, Bill is passionate about giving back to his community. He has been an active board and committee member of the Mission YMCA for 10+ years. He started the “Money Club”, mentoring students on entrepreneurship, personal finance, and investing. He also has been coaching youth soccer for over 8 years. To relax, Bill enjoys travel, food & wine, skiing, and hiking. More than anything else, he loves spending time with his family, especially Lori and their three children, Mia, Lucca, and Carina.
Education
Rochester Institute of Technology
St John’s University
Registrations and Licenses
FINRA registered (Series 7, 66, held with LPL Financial)
Life, Disability, Long Term Care and Annuity Licensed
CA Insurance Lic #0C81396