William Holliday
Founder and Financial Advisor
Elite Wealth Management
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Contact Me
Send William a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Get to Know William Holliday
I love being a financial planner. Being a financial planner is one of the few professions where I can actually see the value that I provide to clients and how they benefit from it. My goal is not to simply make clients more money; I also want my clients to worry about money less and to enjoy life more.
If you’ve come this far, please get in touch and let me know how I can be of service to you. I’ll help you in any way I can, even if it is referring you to other qualified professionals that provide services that I do not.
- I acquired my Series 7 General Securities Representative license
- Series 66 Licensed Investor Advisor Representative license
- CA Insurance Agent license, and my Certified Financial Planner designation
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Office Locations
2727 Camino Del Rio South, Suite 150 - San Diego, CA 92108
