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

Products and Services

Each area of your financial life is important (e.g. insurance, retirement, legacy, savings, taxes), but managing them all collectively is one of the most important considerations in your overall financial success. My business is to guide your financial progress through the “uncharted” waters of the future through:

  • Fee-based financial planning advice*
  • Fee-based investment management for California and Nevada residents*
  • Commission-based mutual fund, equity and bond sales
  • Financial planning consulting*
  • Timely information about your accounts and updates on world financial markets
  • Web access for account balances, transactions and reports
  • Access to a wide range of insurance products to help reduce life's risks for California residents

* Fee-based Advisory Services offered through LPL Financial. A Registered Investment Advisor.

I start with a financial review and a conversation about your goals, investment knowledge, risk tolerance and time horizon.  Your answers allow me to design an investment plan uniquely suited to your needs and aspirations.  Together we can chart a course for your financial journey which will get you safely to your goals. 

The first step is either a written or verbal financial or investment plan, tailored to meet your expectations.  Then, together, we implement the plan.  As we embark on your financial and investment venture toegether, frequent navigational "fixes" are planned to ensure that we are sailing the proper course.

Along the way, if you have any questions regarding investments, taxes, insurance, or estate planning, this website and my office will provide you with prompt answers and guidance.  As a former teacher, I enjoy educating you on financial and investment topics.  You will find a blogs, videos, and interesting articles relating to your investment and insurance interests under the "Resources" tabs.

Clientelle

Over the years I have developed a client list of doctors, dentists, professional people and retirees in Nevada and California. My goal is to educate clients on investments and finance, while providing them with, or pointing them toward professional guidance on retirement, tax, and estate planning issues.