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Home > Financial Planner Directory > California > Foster City > William D. Pitney, MBA, CFP®, AIF®, RFC
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William D. Pitney, MBA, CFP®, AIF®, RFC

Focus YouNiversity, LLC

1191 Chess Drive
Ste 205
Foster City, CA 94404
Phone: (650) 684-1199
Fax: (877) 410-0478

Toll-free: (888) 418-0847

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Household Income Minimum: $50,000
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

Considerations: Fees for planning and investments. Commissions for insurance products only.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.