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®

323-314-0202

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

  • National Association of Personal Financial Advisors (NAPFA)
    William Holliday is a NAPFA-Registered Financial Advisor

    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.

Contact William Holliday

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 2727 Camino Del Rio South
    Suite 150
    San Diego, CA 92108

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser