William Basel has over a decade of financial services experience. He advises clients on executive and employer benefits, financial planning, and risk management. He currently holds the Series 7, 66 and the California Life & Health Insurance License. His professional designations include Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC). Born in Berlin, Will is fluent in English, German, and Russian. Hiking is a passion for Will, who can be found exploring mountainous regions with his wife Gali, and daughter Ella.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee William’s Licenses and Disclosures