Investing has been a passion of Will’s for as long as he can remember. From bank savings account as a teenager, to buying his first mutual fund at 16, to buying his first stock at 18, to interning at a major brokerage firm in college, and to starting a career as a financial advisor after graduation. Will grew up in the heart of Silicon Valley in California and started his career during the roaring bull market of 1998. With companies like Yahoo! and eBay right down the street from his office, he learned quickly how investments can be life changing. When the bubble burst and investments came crashing down, he focused on how to make sure clients stayed on track with their financial goals by doing in-depth financial planning.
Now over a decade later, Will is still focused on making sure clients stay on track to achieve their financial goals as a Wealth Manager. Will takes the time to make sure he listens and understands the financial goals of all his clients by doing in-depth, financial planning. He also makes sure clients stay on track by pre-scheduling review meetings throughout the year. This process is designed to make clients less fearful and more confident about their financial future.
Investment management is also done on a fee basis. In fact, over 80% of Will’s annual revenue is tied to the balance of his clients’ investment accounts! If his clients make more money, then so does Will. If they make less money, then so does Will. This arrangement avoids conflicts of interest and puts the client’s best interest in alignment with the financial advisor.
Designations: Certified Financial Planner™ (2001), Registered Representative, Chartered Retirement Planning CounselorSM (2003)
Emphasis: Financial Planning, Asset Management ™ Pre/ Post Retirement Income Planning
Education: BS Degree, Santa Clara University
Years of industry experience: 24