Bill takes pride in creating comprehensive financial plans for his clients. Based in Dallas, Texas since 1999, he has gained the experience essential to educating clients about investments and their portfolios. He focuses on income and expense analysis to determine retirement income needs, develops risk adjusted strategies and proposes investments which include tax-efficient vehicles, managed portfolios, annuities, bond ladders, alternative investments and insurance-based strategies. He is a Certified Wealth Strategist® Professional is a multi-year winner of the Five Star Wealth Manager* award, as published in Texas Monthly Magazine, The Wall Street Journal, Fortune and Forbes.
Bill has five adult children. He is the proud grandfather of three handsome boys and two beautiful baby girls.
Bill lived over 25 years in San Juan, Puerto Rico and is fluent in Spanish. He enjoys his family, the Dallas Mavericks, traveling, walking, good music and great food.
Bill holds a Bachelor of Science in Mechanical Engineering from Tufts University in Medford, MA and his CA Insurance License # is 0E01704.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.