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.

William is passionate about working with women and families to achieve their financial and life goals and protect their lifestyles. 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 is deeply committed and works diligently to ensure others never faced the same fate.

Originally from Louisville, Kentucky, William has lived in the San Francisco Bay Area for almost 30 years.

1. What motivated you to create the No-Guilt Zone?

Early in my career, many people would come in having experienced guilt and shame with their money. They wouldn’t allow themselves to consider more positive possibilities and beat themselves up. So, I made a sign that had a circle and slash around the word “Guilt”, like the Ghostbuster logo and put the word “Zone” underneath. Over time, I realized I was on to something.

Since then, I have worked diligently to foster a non-judgmental shame-free environment for both our employees and clients. I enjoy creating a No-Guilt Zone safe space for people to share whatever financial challenge is weighing them down. No question is off limits or too simple or embarrassing to ask!

2. What have you learned over your career as a financial planner?

There is too much noise in the world. As a result, too many people are overwhelmed and have a hard time discerning information that’s relevant to them. My guiding principle is you’ve done the best you can with what you know. You’re an expert in what you do—not in personal finance. I believe that beating yourself up or holding on to past regrets doesn’t serve you. I help you cut through the noise to focus on what’s important and relevant to you.

3. Outside of work, what do you like to do for fun?

I am an avid sports fan (men’s and women’s March Madness, NBA Playoffs and WNBA are my favorites). I also enjoy music, food, road trips and international travel. I love the bonding moments with my children. It makes me happy when my son invites me to play video games with him and we have family game nights. I appreciate those tender moments with my daughter when she calls just to say “I love you or I miss you.” In my spare time, I volunteer with organizations that are focused on children and families.

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