Certified Wealth Strategist®
Bill takes pride in creating comprehensive financial plans for his clients. Since 1999, he has gained the experience essential to educating clients about their portfolios. He focuses on income expense analysis to determine retirement income needs, develops risk adjusted strategies and proposes investments which include tax-efficient investments, managed stock portfolios, bond ladders, and alternative investments. He is a Certified Wealth Strategist® Professional and has earned the Accredited Investment Tax Analyst designation. He is a multi-year winner of the Five Star Wealth Manager designation, as published in Texas Monthly Magazine, The Wall Street Journal and Forbes.
Bill has five adult children. Bill’s eldest daughter, an entrepreneur (University of Miami graduate), and son-in-law live and work in Aventura, Florida; his son, an entrepreneur (University of Florida graduate), and daughter-in-law live and work in Surfside, Florida. His second daughter, global senior director of technical consulting at a technology company (University of Michigan graduate), lives and works in New York City, his third daughter, in her first year at UT Southwestern School of Medicine (University of California Los Angeles graduate), lives in Dallas, Texas; and his youngest daughter, a statistical analyst at a technology company (Southern Methodist University graduate), lives and works in New York City. He is the proud grandfather of three handsome boys and two beautiful baby girls.
Bill is fluent in Spanish; he enjoys the Dallas Mavericks, traveling, walking, good music and great food.
Bill holds a Bachelor of Science in Mechanical Engineering from Tufts University in Medford, MA and his CA Insurance License # is 0E01704.
*Please see the “Five Star Professional” page with additional details and information.