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William Tom, CFP®

William Tom, CFP®
William Tom, CFP®

William graduated from the University of California at Berkeley’s Haas School of Business with a degree in Business Administration (Marketing / Organizational Behavior), and worked for a year in department store management before making a transition to the computer industry. Prior to joining Mosher & Ellis, William co-owned an East Bay technology services firm that he helped grow from 6 to 60 employees over 17 years.

William joined Mosher & Ellis in 2005 as a Paraplanner and since that time has earned the Certified Financial Planner (CFP®) designation, and is a registered representative of American Investors Company. He is a member of the East Bay Financial Planning Association (FPA®).

William’s current responsibilities at Mosher & Ellis include meeting with clients, completing both processing and research work, managing our technology infrastructure, and participating on the technology, planning and management teams.

William has been married for 24 years and has four children, all boys ranging in age from 15 to 24. When not at work, William enjoys sports like tennis, racquetball, and basketball, worldwide travel, and spending time with family.

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Contact Us

Mosher Financial Advisors
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492
Email