Bill is a native Southern Californian who came to the financial planning profession in 1999. Shortly after joining ACP in 2003, he opened Fiscalis Advisory, Inc, in San Juan Capistrano, California, where he serves a focused client base of widows, retirees, and professionals.
Bill holds an honors MBA from the Walker School of Business at Webster University, and a graduate certificate in Personal Financial Planning from the University of California at Irvine. He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Specialist in Planned Giving, and Enrolled Agent.
An active member of the profession, Bill has served on the ACP Board of Directors, is currently the Chair of the Technology Committee, and is a past president and chair of the FPA of Orange County Board of Directors.