Bill Bockwoldt, MBA, CFP®, CEPA®
Managing Director, Bay Area Office Lead
Bill Bockwoldt is a managing director, advisor, and head of the firm's Bay Area offices. Bill has over 20 years of corporate development, management, and marketing experience across several high-technology industries. As a founder of a successful software and consulting business and an experienced real estate investor, he understands the unique personal challenges of business ownership. He has engineering and business management degrees and is dedicated to serving clients in the areas of financial and retirement planning, with an emphasis on risk management and sustainability. Bill has taught children about economics and finance at Junior Achievement of Northern California. He has also participated in Pro Bono Days, which provides the general public with access to financial professionals. Bill believes that “With good financial education and consistent planning, we can live our best lives.”
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
