Bill is a seasoned financial advisor with over 17 years of experience helping individuals and families achieve their financial goals. He graduated from the University of Washington with a Bachelor of Arts in Business Administration and began his career with Equitable Advisors in 2008.
Driven by a passion for educating clients and building personalized financial and retirement strategies, Bill earned the Certified Financial Planner™ (CFP®) designation and continues to expand his expertise. He also holds CDFA® and CLU credentials, a Retirement Planning Specialist designation from the Wharton School of Business, and is a Credentialed Holistic Financial Coach through Columbia University.
Bill primarily works with high level employees from the major tech companies here in the Greater Seattle area, guiding them through complex financial decisions with clarity and confidence. He has also worked with many Boeing and CHI Franciscan employees over the years.
He lives in Redmond with his wife and their two elementary-aged children.
Cascade Wealth Strategies, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA / SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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