Biography

 

A graduate of the University of California at Los Angeles (UCLA), Bill began his career in financial planning in 1981. With over 32 years of experience in the industry, he has qualified for numerous awards throughout his career. These honors recognize leadership, outstanding performance, and the exceptional service he provides to his clients. 

Continuing education has always been a priority in Bill's pursuit of superior client service. In 1984, he earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. In addition, Bill has earned his CFP® (Certified Financial Planner) designation and CFS® (Certfied Fund Specialist) designation.  Additionally, he completed the Financial Planning Certificate program offered by The University of Southern California. In 2009, Bill successfully completed the Certified Annuity Specialist (CAS) program from the Institute of Business & Finance. As recent as February 2014, Bill successfully completed the requirements to earn the Masters of Science in Financial Services degree (MSFS).  In addition, Bill has a Wharton Certificate in Retirement Planning.*

Active in the industry, Bill is a member of the Southern Nevada Estate Planning Council. He is also a member of the Society of Financial Services Professionals.

Bill focuses on estate and retirement planning for individuals and business owners, and serves the financial services needs of businesses, estates**, charitable organizations, and individuals. Bill understands the importance of helping clients make the best financial decisions possible and strives to offer clients honest financial strategies to real life problems.

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 **Funded through the use of life insurance and other financial products.