Michael is originally from Long Island, New York and came to San Diego by his service in the U.S. Navy as a Hospital Corpsman. After his U.S. Navy service he worked as a medical assistant for Sharp Healthcare and considered a career in medicine, but always had an interest in business and finance. Michael became a financial advisor in 2003 and since then has had the privilege of helping families with their retirement, college, investment, insurance and ongoing financial planning.

Address: 1400 North Dutton Ave. Suite 19, Santa Rosa, CA 95401

Bill serves as a retirement and pension plan specialist throughout the San Francisco Bay Area.  He is a graduate of Truman State University.  After starting in the financial services industry, Bill discovered the need for strong advisor support for company retirement plans.  He specializes in advising simple to the most complex QRP’s, which includes structuring solo plans as well as QRP’s with more than 2000 participants.  Bill holds the series 6, 22, 62, 63 and 65 securities registrations and also a life insurance license in California.  He currently holds the Chartered Retirement Plans Specialist (CRPS) designation.