Working with Bill
Our business is built on personal care and individual treatment for every one of the clients that I am fortunate enough to work with. When we meet, I want to sit with you to celebrate what you have accomplished, mourn the losses that life brings, and understand who you are at your core so that there is no part of your financial plan that feels misaligned. With a background in profit and loss management for businesses, I am an expert in applying both the science and art of financial planning – while growing up with schoolteachers has taught me how to teach these principles functionally.
About Bill
More important than any part of my work is my family. My wife, Tiffany, and I have a beautiful family with three girls and a boy. Living in Southern California means that our passions can take us from sea to summit in a day! Those include skiing, snowboarding, golfing, and riding an e-hydro foil. You may even see me cruising on my electric skateboard anywhere from T-Street to Huntington Beach!
I’ve built my business around my love for my family, my ability to be present as a father and husband with their place as my top priority and reason for everything.
Meet My Team
Capistrano Beach Office
Vista Catalina Wealth Advisors - Durbin & Wedde
- Title
Team Practice
- Website
- https://connect.thrivent.com/vista-catalina-wealth-advisors-durbin-wedde