As a CERTIFIED FINANCIAL PLANNER™ with a Masters in Financial Planning, Bill is also licensed by the US Treasury to represent clients before the Internal Revenue Service; William specializes in Comprehensive Wealth Management developing individual strategies for his clients in four primary areas: (1) Creation & Growth of Wealth (2) Protection & Preservation of Wealth (3) Planning the distribution of wealth during life in the most tax efficient manner and (4) Planning the distribution of wealth at death to maximize the transfer of Wealth to the next generation.

Bill graduated from the University of Southern California’s Personal Financial Planning Program, earning his designation as CERTIFIED FINANCIAL PLANNER™. He received his BA and graduated with honors from AU. He then furthered his studies to earn a Masters of Science in Personal Financial Planning. Along the way, he earned the prestigious designation of Enrolled Agent (admitted by the Department of the Treasury to represent clients before the Internal Revenue Service.)

Bill enjoys pool parties and vacations with his family as well as traveling with his bride.  He also enjoys spending time at the shooting range.