Purse Strings Approved Professionals
President, Financial Coach, Certified Financial Planner,
FocusYOU
OVERVIEW OF SERVICES
Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
William is passionate about working with women and families to achieve their financial and life goals and protect their lifestyles. He became a financial planner Read more...
SPECIALTIES
- Family Legacy Planning
- Financial Planning
- Legacy Planning
- Managing
- Money Mindsets
- Personal Tax Planning
LOCATION
San Mateo
San Mateo
California
.
United States
San Mateo
California
.
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Financial Planner,
South Bay Financial Partners
OVERVIEW OF SERVICES
Asset Management, Budgeting, Downsizing and Relocating, Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I find women want to be heard by professionals. Women are the expert in their lives. It's not my job to give answers and advice. Read more...
SPECIALTIES
- Charitable Planning
- Family Legacy Planning
- Family Office Services
- Financial Planning
- Legacy Planning
- Money Mindsets
- Personal Tax Planning
- Special Needs Planning
- Tax Mitigation
- Tax Preparation
- Trust Planning
LOCATION
3868 W Carson St
Torrance
California
90503
United States
Torrance
California
90503
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Financial Planner,
Concierge Wealth Management & Insurance Solutions
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, College Savings, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
70% of all family succession plans fail within one generation*. The Successor generation involuntarily loses control of the assets before passing to the Legacy generation Read more...
SPECIALTIES
- Family Legacy Planning
- Financial Planning
- Legacy Planning
- Wealth Protection
LOCATION
4660 La Jolla Village Dr
San Diego
California
92121
United States
San Diego
California
92121
United States
STATES SERVED:
AZ, CA, CO, DE, HI, MD, MO, MT, NV, OR, TN, UT, WA
Virtual Appointments Available
Financial Planner,
WestPac Wealth Partners
OVERVIEW OF SERVICES
401K Planning, Asset Management
SPECIALTIES
- Family Legacy Planning
- Financial Planning
- IRA
- Legacy Planning
- Personal Tax Planning
- Tax Mitigation
- Tax Preparation
- Wealth Protection
LOCATION
San Diego
San Diego
California
22400
United States
San Diego
California
22400
United States
STATES SERVED:
CA
Virtual Appointments Available
SPECIALTIES
- Divorce
- Financial Planning
LOCATION
141 Duesenberg Dr
Westlake Village
California
91362
United States
Westlake Village
California
91362
United States
STATES SERVED:
CA
Virtual Appointments Available