William D. Pitney, MBA, CFP®, AIF®, RFC®

About Me

About My Firm

Founder, President

-MBA
-CERTIFIED FINANCIAL PLANNER™ (CFP®)
-Accredit Investment Fiduciary (AIF®)
-Registered Financial Consultant (RFC®)
-Series 66
-Life insurance: CA Insurance License # 0D91679, Health/disability insurance: CA, Fixed annuities:CA.

From day one, William Pitney has been a leading advocate of the consultative approach to planning, which is grounded in years of study and practical experience. He facilitates conversations that might not otherwise take place between spouses, family and business partners.

William Pitney has over 14 years of experience in financial analysis, modeling, forecasting, strategic planning and management for Fortune 200 companies. He has excellent leadership and interpersonal skills and a dedicated work ethic. With a sound reputation for commitment to the highest professional standards, William believes in transparent and above-board dealings with all clients. He Advocates for consumer protection in financial services.

Also serving the Santa Rosa, CA area:
2841 Cleveland Avenue
Suite 14
Santa Rosa, CA 95403
707-282-3700

2003

William Pitney received his BA from the University of Kentucky and his MBA from The University of Arizona. He completed specialized training in Financial Transition Planning through the Sudden Money Institute. Additionally, he has received advanced training in investment fiduciary responsibility, personal financial planning and life planning. He is also among the very few financial professionals to have successfully completed the intensive training and rigorous examination for addressing the unique benefit programs covering all federal employees.

William Pitney lives in the San Francisco Bay Area with his wife and their son. He enjoys listening to music, watching spectator sports, and volunteering to organizations focused on children and families.

San Mateo County and Santa Rosa, CA and surrounding areas

Financial Planning, Retirement Planning, Investment Management, Insurance, Estate Planning, Education Planning, Business and Continuity Planning, Financial Transition Planning, Life Planning, Comprehensive 401(k)/403(b)/IRAs

Many people may call themselves "financial planners" but few actually do "financial planning." It is reported that only 18% of advisors actually do financial plans for their clients.* Most are product peddlers with limited expertise in coordinating your financial life. Many do not have a fiduciary responsibility to you. It's a lot easier to sell something or manage someone's money than it is to help them plan.

In contrast, William Pitney provides more than investment management. He creates highly personal financial strategies help professionals and retirees plan career and life transitions. In the process, he helps to protect their families' lifestyles and ensure a legacy.

He gives you a context from which to evaluate your wealth. In an age in which people are bombarded with information, he:

-Filters out the minutia, providing the most relevant information available and a strategic direction.
-Helps you define and clarify personal goals for your life and money.
-Is a financial field guide, charting a course that is clear, direct and purposeful.

William Pitney analyzes your entire financial situation on a cross-disciplinary basis, reviewing financial, tax, and legal factors while looking at your objectives and freeing you to enjoy the richness and adventure of life.