Bill’s professional experience includes financial advisory roles at Morgan Stanley and at Ginsburg Financial Advisors. Bill attended the University of California, Davis where he earned a Bachelor of Arts degree in Economics. He has also earned with distinction the Certificate in Personal Financial Planning from UC Berkeley, a comprehensive academic curriculum that addresses the modern principles and best practices of the financial planning profession. Bill holds the Series 7, 66, and 31 securities registrations through LPL Financial, along with the State of California Life and Health, Variable Annuities, and Long-Term Care licenses.
Outside of work, Bill is the father of three sons who are recent college graduates and have successfully launched their professional careers. He volunteers his time in activities to promote economic empowerment, including his pro bono job search coaching efforts at The San Francisco Job Forum and Jewish Vocational Service. He also conducts financial education classes through Operation Hope whose mission is to expand economic opportunity and make free enterprise work for the underserved. When not working or volunteering, Bill is an avid fitness enthusiast and can be found in the gym or on hiking and biking trails across the San Francisco Bay Area.
Itineris is derived from the same Latin word which means “journey”. We chose this name because we aspire to join you on your financial journey and are passionate about making sure you get to your destination(s) confidently. By choosing a Latin word, we recognize the seminal influence of the ancient Romans on succeeding civilizations and how profoundly significant those achievements remain – thousands of years later — to the functioning of today’s modern world. We work very hard to apply the same innovation, intelligence, and logic for which this ancient civilization was so renowned to help you attain the financial outcomes that are vitally important in your life.