Our Mission:

To empower people to make wise financial choices.

Our Specialty:

• Expertise in wealth accumulation, distribution and preservation strategies.
• Objective financial coaching, planning, and advisory services.
• A consultative and integrated approach to your financial needs.

• Advocate for each client by serving the client's best interest first and foremost.
• Maintain strict confidentiality.
• Foster an attentive, responsive and trusting relationship with each client.

Some Benefits Our Clients Have Realized:

• Successful transition into retirement.
• An integrated strategy that embodies their true purpose for money.
• Greater peace of mind that comes from knowing the little things are taken of.

William has been improving the financial lives of others since 2003, when he began providing fully integrated financial planning advice and services.  From day one, he has advocated the consultative approach to planning, which is grounded in years of study and practical experience.  William facilitates conversations that might not otherwise take place between spouses, family and business partners.  The results: he helps his clients put their financial affairs in good order, safeguard their wealth, and avoid costly mistakes.

William is passionate about helping others.  He became a financial planner after witnessing the devastating effects that poor financial counsel had on his mother-in-law following the death of her husband.  William entered the industry deeply committed to ensuring others never faced the same fate.

In 2011, William founded Focus YOU to provide a truly educational approach to developing comprehensive financial strategies which support an individual’s most essential life goals.  He believes that too often there is a disconnect between what people say they want in life, and the decisions they make with their money to achieve it.  By providing clients with more financial knowledge – from the basics through more sophisticated strategies – William strives to empower people to make appropriate decisions and adopt fiscally healthy behaviors to support their goals.

William earned an MBA from The University of Arizona with an emphasis on entrepreneurship, finance and marketing.  He received a BA from the University of Kentucky.  Committed to a higher fiduciary standard of excellence, he has met the high standards of education, experience and integrity to earn the professional designations of CERTIFIED FINANCIAL PLANNER^TM professional and Accredited Investment Fiduciary®. 

William demonstrates his commitment to on-going professional development by completing a minimum of 40 hours of continue education annually.  William has been quoted in media outlets including the Journal of Financial Planning and Black Enterprise Magazine.

William lives in the San Francisco Bay Area with his wife and son. In his free time, William is an avid spectator sports fan and enjoys music, food and road trips. He also enjoys volunteering with organizations focused on children and families.