| William has been an
associate with FMC since 1994. A specialist in the use of
insurance for estate analysis and business succession planning,
his planning approach focuses on integration of investment*, tax
minimization and risk strategies. This approach leads to
the ultimate goal of one coherent and complimentary plan.
William's client focus is on long term
relationships. With the long view in mind, the
concentration will be on appropriate strategies based on well
defined, long term goals. William and his clients sit on
the same side of the planning table instead of the transaction
based relationship to which the client may be accustomed.
Born and raised in Southern California,
William attended Esperanza High School in Yorba Linda before UC
Irvine. He currently serves on the UCI Athletic Foundation
Board, which he has done for the last 5 years. He is
married to Laurie, and they have three wonderful daughters,
Alexandra, Kassiani, and Elleni.
CA Insurance License #:0B48220 |
