“I had the pleasure of working side-by-side with William for over a decade building a nationwide fee-only RIA with offices now in California, Colorado, and Nebraska. He is among the most innovative, intelligent, and driven professionals I've ever worked with. I'm grateful to have served under his leadership and would welcome any opportunity to collaborate with William again in the future!”
About
Experience & Education
Licenses & Certifications
Volunteer Experience
Honors & Awards
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Best Venture Capital Companies and Startups to Work for in North America
AngelList
aVenture was featured by AngelList as a leading VC firm (and startup) innovating in the VC/fintech space
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Omaha Top 40 Under 40
Midlands Business Journal
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Top 100 Social Financial Advisors in the U.S.
BrightScope
Languages
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Spanish
Professional working proficiency
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English
Native or bilingual proficiency
Organizations
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CFA Society of San Francisco
Member, Charterholder
- Present -
Financial Planning Association of San Francisco
Professional Member
- Present -
CFA Institute
Member, Charterholder
- Present -
CFA Society of Nebraska
Member, Charterholder
- Present -
Financial Planning Association
Certified Financial Planner™ Professional
- Present -
Association for Corporate Growth
Member
- Present -
American Institute of Certified Public Accountants (AICPA)
Member
- -
Financial Therapy Association
Member
- -
National Association of Personal Financial Advisors
Registered Financial Advisor
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