William is based in Incline Village, Nevada. William serves the entire Lake Tahoe Basin, Reno and Northern California areas. He graduated from Fordham University with a bachelor’s degree in Economics and Business Administration. He continued his financial education at the UC Berkeley Extension where he completed a rigorous year-long Certified Financial Planner® program in which he is currently a candidate for. William specializes in creating personalized investment portfolios for his affluent client base.
William and his wife Elaine welcomed their first child Frankie in September of 2021. His family lives in Lake Tahoe and enjoys hiking and biking in the summer and snowshoeing and skiing in the winter.
916-880-0169 | firstname.lastname@example.org | Financial Advisor