William N. Wheeler, CFP®

CONNECT

Address:

4332 Cerritos Ave Suite 105
Los Alamitos, CA 90720

Phone:

(714) 898-4308 Ext. 5

Fax/Other:

(714) 723-0195

William N. Wheeler, CFP®

LPL Financial Advisor

Phone: (714) 898-4308

Email: william.wheeler@lpl.com

The financial services industry is my second career. I earned a B.A. in Zoology from UCLA in 1972, and a M.A. and Ph.D in Biology from UC Santa Barbara in 1978. Postdoctoral positions took me to Germany (University of Cologne and the Biologische Anstalt Helgoland) and then to Canada, working first at Simon Fraser University and then at the University of British Columbia. Finally, I worked as a Research Director for a marine biotechnology company in Vancouver, and as a Research Associate at an environmental consulting company in Toronto. Canada.

In 1985 I moved back to California and started working as an investment consultant after passing my securities registration exam (Series 7) and CA Insurance license in 1986 (CA 0B80694). I worked first for Baraban Securities in Oakland, California. After a year there, I moved to Golden Bear Securities. The owners of Golden Bear Securities closed the company a year later and I moved to the Financial West Group (Ventura, CA). I remained with them until 1993 when I heard about the new advisory products being offered by Linsco Private Ledger. Shortly after, I transferred my securities registration to them and have been working there on behalf of clients ever since.

In 1996 I began a series of courses at University of California (Irvine), leading to a Certification in Personal Financial Planning, which I completed in 2000. I was granted the CERTIFIED FINANCIAL PLANNER® designation in 2001 after proving my competence and experience.

When I am not working for clients, I enjoy traveling, especially adventure traveling. I have been nearly to the north pole, Antarctica, all over Canada, Chile, Argentina, Europe, and much of Asia. When not traveling, I enjoy sailing, tennis, and biking.