I love being a financial planner. Being a financial planner is one of the few professions where I can actually see the value that I provide to clients and how they benefit from it. My goal is not to simply make clients more money; I also want my clients to worry about money less and to enjoy life more.

If you’ve come this far, please get in touch and let me know how I can be of service to you. I’ll help you in any way I can, even if it is referring you to other qualified professionals that provide services that I do not.

  • I acquired my Series 7 General Securities Representative license

  • Series 66 Licensed Investor Advisor Representative license

  • CA Insurance Agent license, and my Certified Financial Planner designation

William Holiday

William Holliday MsBA, CFP

Your financial well-being will take more than just managing investments or insurance products. I provide financial solutions through a comprehensive analysis and design plans to address:

  • Business Succession Planning
  • Cashflow Planning
  • Estate Planning Strategies
  • Investment Management
  • Insurance & Asset Protection
  • Retirement Planning
  • Tax Planning

AFFILIATIONS & SHARED VALUES

Available services

Financial Planning

We’ll review your personal & professional situations to create a financial plan that aligns with your goals and objectives.

Investing

We’ll create an investment plan tailored to your needs. With the combination of research and our rich experience, we’ll help you create a smart investment plan.

Reporting

We will help you gather and analyze your policies, statements and other financial documents. Creating meaningful financial reports will help us evaluate the impact of the financial decisions we make together.