Background
✞ Galatians 2:20
- Investopedia.com: Top 100 Financial Advisor 2022 & 2021
- WealthManagement.com: Ranked 2nd out of 900 firms for Asset Manager of the Year | Category: Corporate Social Responsibility
- Expertise.com: Best Financial Advisors in The Bay Area
Subject Matter Expertise:
- Diverse Manager Search & Selection
- Performance Attribution
- Asset Allocation
- Modern Portfolio Theory
- Behavioral Finance
- Clean Energy
FINRA Accredited Designations:
- Accredited Investment Fiduciary (AIF®)
- Accredited Investment Fiduciary Analyst (AIFA®)
Continuing Education:
- Wharton Executive Education: Certified Investment Management Analyst Program (CIMA®)
Community Service:
- Board Member: Department of Energy | National Renewable Energy Laboratory - American Made Challenges
- Bay Area President: National Association of Securities Professionals
- Fund Development: 100 Black Men of the Bay Area
- Treasurer: Palo Alto Foundation
- Treasurer: Palo Alto Chamber of Commerce
- Board Member: Santa Clara Bronco Ventures
- Board Member: Santa Clara Vanguard
- Board Member: Acterra
William, his wife, and their son are part of a church family seeking to be the exact reflection of Jesus, the Son of God (Romans 8:29). https://nccf.church/ He regularly shares what Christ is doing in his life at http://huiosforever.com/
Awards & Recognition
What We’re Thinking
Funding Across The BIPOC Investment Community Whitepaper
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Bull vs Bear market: What Investors Should Know
Regardless of whether you're a small individual investor or a big inst...
July 26, 2022Why Are Gas Prices So High?
Gas prices have been so high over the past few months. The condition n...
July 26, 2022
