William A. Lahl, MBA, CRC® AIF®

Founding Partner

Bill has always enjoyed working with and helping people. It's what energizes him and it's what makes his work as a financial advisor so enjoyable.

His first career was as sales representative for IBM Corporation where he spent 32 years working with large organizations in the Bay Area.  Because of his corporate background, he can relate to people working for large organizations, whether it be private or public sector.

He specializes in financial planning and retirement income planning, as he helps people prepare for their long-term financial future.

Bill received a BS in Business Administration from University of California, Berkeley and his MBA from Southern Illinois University, Edwardsville. He is a Certified Retirement Counselor®, CRC®.  and an Accredited Investment Fiduciary, AIF® He is the local instructor for a popular class on the subject of planning for retirement which is taught at over 300 locations across the United States.

Bill spends his free time with his family snow skiing, swimming, boating, hiking and camping. They enjoy spending time at the family home at Lake Tahoe that has been in the family for 78 years. Bill and his wife, Karen met in college. They have been married 43  years and have six grown children and six grandchildren.

Phone 925-476-4646