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Biography

William is a Senior Associate in the Orange County office. He has over three years of experience as a member of the Executive Financial Counseling team, providing assistance with tax preparation, tax planning, investments, estate planning, and retirement planning.

Prior to joining Cerity Partners, William worked as an Intern Staff Accountant at loanDepot.

Learn more about my practice.

Education

  • B.A. in Business Administration with a concentration in Finance, Magna Cum Laude, California State University Fullerton
  • J.D. with a Certificate in Tax, Cum Laude, Chapman University Fowler School of Law

Highlights

  • Juris Doctor
  • Holds California CTEC Tax Certification

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