Our Story

William (“Bill”) Pollak is the founder of Itineris Financial Advisors. Bill started the firm as a result of his personal experience with career change and other mid-life transitions. Over time, as he met others seeking to define the next chapter of their lives, he was inspired to form a financial advisory practice focused on serving the needs of mid-life entrepreneurs and executives embarking on new paths and seeking to feel confident about their financial future.

Prior to entering the financial advisory profession in 2007, Bill enjoyed a successful, 25-year career in the enterprise software industry. After feeling underserved as a client of various advisory firms over the years, he identified an unmet need to offer a more professional and personalized level of financial planning and investment management services. That observation, combined with his desire to help others in a highly personalized and consultative manner, led to the beginning of his own journey from the field of enterprise software to the founding of Itineris Financial Advisors.

Like many of his clients, Bill’s career transition brought up questions about his personal finances, professional goals, and his objectives about what would create happiness in his next life chapter. Ultimately, he decided to pursue his dream of working in a profession that allows him to help others in an important area of their lives. It was then a natural choice to primarily focus on helping others address the same questions he faced many years ago.

Check the background of the investment professional associated with this website on FINRA’s broker check.

Five Star Professional conducts in-depth, market-specific research across the United States and Canada to identify outstanding financial service professionals. The Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services such as credentials, commitment to clients, experience, and assets under management among other factors. Bill is honored to have earned this recognition for seven consecutive years.

Please feel free to learn more about Five Star’s research and selection process.

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.