William Holliday
CFP®
Elite Wealth Management
Founder and Financial Advisor
William Holliday
CFP®
Elite Wealth Management
Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - William Holliday, CFP®
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Meet 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
William Holliday is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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William Holliday is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact William Holliday
Office Locations:
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2727 Camino Del Rio South
Suite 150
San Diego, CA 92108
