Bill has been effectively managing clients’ assets since 2004. He strives to ensure that each strategy matches the client’s risk personality.
Bill’s role on the team is to analyze each client’s investment plan. Then, using a goals-based portfolio construction process and diligent risk management, he implements personalized investment strategies. Bill is certified to manage clients’ assets through the Wells Fargo Advisors Private Investment Management (PIM) program.*
Born in New Jersey, Bill moved to California when he was old enough to say, “Surf’s up”. He attended California State University, Fullerton where he studied Business Management and Finance. Bill lives in Laguna Niguel with his wife Heather, and their three children. Bill’s one true love is playing and coaching hockey. When not at the rink, you will find Bill at the golf course, deep sea fishing, surfing or traveling with his family somewhere near the water.
*The PIM Program is not designed for excessively traded or inactive accounts and may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000. CA Insurance License Number 0E76884. Resident State CA