Meet The Team

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. During this time, 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®) and became one of the founding partners at Mosher Financial Advisors in 2018.

William’s current responsibilities 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 over 29 years and has four grown sons. When not at work, William enjoys sports like tennis, racquetball, and basketball, worldwide travel, and spending time with family.

Check the background of our investment professionals on FINRA BrokerCheck.