Helping Clients in Northern California
About Bill
Since 1999, I’ve been helping individuals, families, and small businesses work toward their financial goals. With over 20 years of experience in financial services, I focus on creating personalized plans that align with your specific objectives, all while aiming for a comfortable retirement lifestyle. I understand that life is unpredictable, which is why I also make sure to account for the “what-ifs”—whether it’s unexpected expenses, changes in the economy, or potential healthcare events.
I’m always happy to answer your questions about retirement planning, insurance, estate planning, or any specific goals or dreams you’re working toward.
Outside of work, I’m passionate about giving back to my community. I started the “Money Club” to mentor students on entrepreneurship, personal finance, and investing, and I’ve also coached youth soccer for over eight years.
When I need to unwind, I enjoy traveling, exploring food and wine, skiing, and hiking. But above all, I cherish spending time with my family—my wife Lori, and our three children, Mia, Lucca, and Carina.
Registrations and Licenses
FINRA registered (Series 7, 66, held with LPL Financial)
Life, Disability, Long Term Care and Annuity Licensed
CA Insurance Lic #0C81396