Possessing 34 years of experience in wealth, estate, and charitable planning, Bill provides comprehensive fee-based financial planning to individuals and business owners, Bill’s specialty is in helping business owners and executives effectively manage their wealth by working with the clients’ other professional advisers to develop sound business and tax strategies.
Bill has created over 300 plans for high net worth individuals, integrating a wide range of specialized tools and structures into a comprehensive financial plan. Bill knows how to explain sophisticated strategic concepts so clients can understand them. He can illustrate how planning instruments might effectively help a family see new ideas, capitalize on new opportunities, and effectively convert dreams and desires into reality.
Bill shows practical examples of how families achieve the greatest success when pursuing a compelling vision. He then helps crystallize their vision and objectives in a plan that addresses spiritual ideals, personal principles and priorities, business succession goals, wealth management processes, timetables, legacy points, and clear action steps for family members and other advisers.
Bill started his higher education in 1967 at Valley College in San Bernardino taking Police Science, and then later joined the New York Life Insurance Company in 1983 as an Agent. He evolved into financial planning, attending the American College in Bryn Mawr, Pennsylvania. Bill earned Masters Degree in Financial Services, a Registered Financial Consultant designation, and an Accredited Estate Planner designation.
Bill lives his passion through his business and personal financial planning techniques and creative strategies for wealthy families and friends.