Bill Syan

VP, Financial Consultant & Retirement Specialist

Each day as he works to guide clients, Bill stays motivated because he knows that he is helping people by offering them fresh solutions to resolve their financial investment issues. He builds close, strong relationships on a foundation of honesty and trust. Bill listens with empathy to learn as much as he can about each person’s previous experiences with investing and patiently answers questions. He is a natural teacher, and clients find themselves gaining skills in dealing with financial questions through every meeting because of the knowledge he shares.

Education, and education about money, in particular, is Bill’s passion. He has recognized a need that he strives to fill. One-on-one meetings and educational meetings are all free; his goal is to empower people with an understanding of how money works and how investing works. These universal lessons apply to every level of expertise, from those just starting out in need of creating their first budget, to high earners who find they are not reaching their financial goals. As a fiduciary, Bill is committed to serving each client with the highest level of integrity; the client’s best interest always comes first.

Bill holds Series 6, 7, and 63 licenses as well as a Life and Health Insurance license; he started in the financial services industry six years ago after several years of work for the school district, when he chose to follow his passion. Bill loves to spend time in conversation with clients and friends; outside the office, when time permits, he likes to play soccer and basketball with his kids and enjoys both hiking and reading.