In today's society, many people have financial goals and the resources to strive for them, but neither the time or the specialized knowledge to pursue them on their own. I leverage my education and experience to help clients make the most of their hard-earned wealth -- allowing them to spend their free time on other things.

My areas of focus:
Retirement income planning for retirees and pre-retirees
Wealth building strategies for goal-oriented families and individuals
Company retirement plans, i.e.: 401k, profit sharing, and defined benefit

My techniques for helping clients maximize wealth:
Goals-based planning
Tax-minimization strategies
Portfolio risk management
Disciplined portfolio asset allocation and security selection

Servicing clients:
My client service model emphasizes communication, goal tracking, portfolio management and advice. My support team and I are committed to delivering a personalized experience, where clients find us attentive, reliable, and adding measurable value to their personal financial situations at a reasonable cost.

My wife Teri and I live in Corona del Mar. In my personal time I enjoy playing tennis, singing in the church choir and spending time with my family.","Founded by Bill Wheatley in 1983, our team offers the knowledge, perspective, and continuity to help you pursue meaningful goals for yourself and the people you value. Together with team members Maggie Easterday, Isaac Morales, and Will Brownlow, we offer more than 75 years of wealth management experience. We recognize that each individual or family is unique. We cater to that singularity by pursuing excellence in all that we do—from the way we approach investing to the professionalism of our service model. Here are a few of the ways we look to provide a different kind of client experience: •  You hear from us often. Our Wealth Management Advisor, Bill Wheatley, takes the time to speak with you and explain his approach to the markets. This interaction adds to your ease amid varied economic conditions, helping you navigate your investments with greater poise. •  You gain clarity over your finances. We offer a disciplined approach to investment management. Our asset allocation is aligned to your goals and time horizons—whether you are planning for retirement, selling a business, funding education for children or grandchildren, saving for a first or second home, or any other aspiration. •  You have more time for your priorities. Our service team takes genuine pleasure in making your life easier and less stressful. We are skilled problem-solvers, dedicated to streamlining your finances through our attentive service and reliable follow-through.---Bill Wheatley has earned a number of national accolades for his work:1. Barron's "Top 1,200 Financial Advisors" in California in 2022, 2023, 2024. (Published annually in February – March. Rankings based on data as of September 30 of prior year.)2. Forbes “Best in State Wealth Advisors” in California in 2022, 2023, 2024. (Published annually January – April.  Rankings based on data as of June 30 of prior year.)3. Forbes “America’s Top Wealth Advisors” in 2022. (Published on August 24, 2022.  Rankings based on data as of March 31, 2022.)*Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.*2022 Forbes “America’s Top Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.