FocusYOU phone numbers: Foster City and Santa Rosa

 

Financial Team


William D. Pitney
MBA, CFP®, CeFT®
Financial Coach

William founded FocusYOU as a client-centered alternative to traditional financial sales and service.  He recognized that people want service and advice with focus on their priorities and aspirations—their life—and not on the advisor or some company or product. As a truly independent CERTIFIED FINANCIAL PLANNER™ professional, William’s only loyalty is to you—the client.

He became a financial planner after witnessing the devastating effects that poor counsel had on his mother-in-law following the death of her husband. She lost her home, savings and sense of financial independence. He remains deeply committed to ensuring others never faced the same fate.

He also believes strongly that education is the fundamental tool for improving one’s self and the lives of others. He studies diligently to enhance his knowledge and completes more than 40 hours of professional education annually, which far exceeds the requirements for professional recertification.

In 2016 William completed a multiyear educational program to earn the Certified Financial Transitionist™ (CeFT®) designation. The designation and education offered through the Sudden Money® Institute (SMI), enables him to provide significant help for clients as they are going through major life transitions – whether it be job change, divorce, death of a spouse or family member, starting a business, or retirement.

Contact William at: This email address is being protected from spambots. You need JavaScript enabled to view it. or 650-684-1199

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Rosanne Arthur
Client Services

Rosanne has worked closely with William since 2006, providing extensive operational business experience to the team and service excellence to our clients.

Her background enables her to anticipate issues before they arise, and her problem-solving skills resolves them quickly and efficiently. Favored by clients for her can-do attitude, she is admired for her ability to "cut to the chase" and address your needs in a professional and effective manner.

Rosanne makes certain that client implementation stays on track and that nothing has been overlooked. She also interfaces with all our strategic partners and remains the point person for your team.

Contact Rosanne at: This email address is being protected from spambots. You need JavaScript enabled to view it. or 707-282-3700

 

Contact us now to see how our team collaborates with you and how we do much of the financial heavy lifting, so you can achieve greater peace of mind and focus on living your life.


Complete this form to download a copy of  "The 10 Must Address Financial Challenges for Peace of Mind."

 

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"What you do speaks so loud that I cannot hear what you say." ---- Ralph Waldo Emerson