Client Advisory

Biography

William is an Associate in the Orange County office where he is responsible for assisting advisors in the Executive Financial Consulting practice.

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

Education

  • B.A. in Business Administration with a concentration in Finance, magna cum laude, California State University Fullerton

Highlights

  • Pursuing a Juris Doctor

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.