In fair markets or foul, the right financial guidance may make all the difference.

Bill Pezick would like to plan to make a difference for you. His coordinated financial and tax planning can help you preserve and increase your assets over time, and help you to simplify financial and tax matters.

East Bay families turn to Bill for the financial guidance that suits all kinds of economic "weather".


Click on the links below to learn more.



Bill Pezick
400 Evelyn Avenue
Suite 211
Albany, CA 94706-1375
PHONE
FAX
510.526.6121


CERTIFIED FINANCIAL PLANNER™ Professional
Registered Investment Advisor Associate
Registered Securities Principal
Foothill Securities, Inc.
California Insurance License #0739108
Enrolled to Practice before the Internal Revenue Service



Financial Planning and Investment Services offered through Foothill Securities, Inc. Member FINRA/SIPC
.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments products and services available only to residents of : California (CA), Florida (FL), Oregon (OR), Pennsylvania (PA), Washington (WA)

Fee-based advisory services are available only to residents of : California (CA)

We are licensed to sell insurance products in the following states of: California (CA)