CA Insurance License # 0H80884
As a Financial Advisor with Tax & Financial Group, William (Will) is dedicated to guiding businesses, families, and individuals through comprehensive financial and estate planning strategies. He has over a decade of experience working with clients in the financial services industry. Prior to Tax & Financial Group, Will, worked with clients at JPMorgan Chase and Morgan Stanley.
Will utilizes his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group. Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives. Will believes that it is most important to lay the foundation of any financial strategy by educating his clients so that they may make their personal financial goals a reality. Working together with his clients, Will helps them define and build a road map to get to their financial goals. Will is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.
As resident of San Diego since 2003, Will and his wife, Susan, enjoy spending time outdoors with their two dogs, Kobi and Chance. Will is also an avid angler.
Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Tax and Financial Group is independently owned and operated. 4001 MacArthur Blvd Suite 300, Newport Beach, CA 92660, 3910499 DOFU 11/2021.