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 holds a B.S. in Mechanical Engineering from Tufts University in Medford, MA. Bill’s eldest daughter (University of Miami graduate) and son-in-law live and work in Palo Alto, California; his son (University of Florida graduate) and daughter-in-law live and work in New York City. His second daughter (University of Michigan graduate) also lives and works in New York City, his third daughter (University of California Los Angeles – UCLA graduate) lives and works in Los Angeles and his youngest daughter is a senior at Southern Methodist University (SMU). He is the proud grandfather of two handsome boys, a beautiful baby girl and a newly arrived January 2020 baby boy. Bill is fluent in Spanish; he enjoys traveling and loves good food. Bill’s CA Insurance License # is 0E01704.