About Bill Roeser
William (Bill) Roeser is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional and Certified Valuation Analyst. He maintains his California Real Estate Broker’s license (not currently affiliated) and has passed the FINRA Series 7 exam. As a professional, his experience and advice are both broad and narrow – as the need presents itself.
He regularly meets with clients on financial and wealth management concerns and brings his diverse professional background to the client relationship when discussing, developing, and planning. Mr. Roeser has years of financial advisory experience and maintains his professional skills through on-going continuing education required by professional and licensing organizations; sometimes exceeding 100 hours per year. Rest assured, your financial and wealth management needs can be addressed with skill and diligence.
Mr. Roeser regularly commits his time and resources in serving his community, through organizations such as Rotary International (as a prior board member) and other philanthropic and cultural organizations. He believes strongly in giving back to his community that has provided so much for him.
When not in the office working on client matters, he often finds time to pursue his hobby and passion for landscape photography. Please visit his website for more information and examples of his work.
Your Financial Plan
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable and everything is moving forward according to plan.
And the plan must be tax-centric, meaning the ravages of taxes on investment and financial planning must be considered and mitigated. Any good plan must include strategies to reduce taxes for the individual and investor - something we are particularly adept at doing.
If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have.
You have hopes and dreams
for the future.
We all do.
But what determines whether your dreams come to fruition? What can take you from a place of hoping you realize your vision to actually seeing it happen? There’s really only one thing:
exceptional tax-centric financial planning.
Contact us today to get started.