William advocates holistic financial planning that empowers people to have the courage to pursue their dreams, and transforming their lives.
Before joining the industry, he taught Economics in a local Junior College for about 10 years. He is a survivor of Guillain Barre Syndrome, a rare and serious medical condition that left him fully paralyzed and on breathing support. That extended hospital experience gave him the understanding of the power of financial planning done well. He left teaching in 2018 and started out his advisory journey in PIAS. After a stint honing his skills there, William left to join Linc, a brand new financial advisory firm. Linc has since merged with Synergy.
William believes that understanding the client is the key to developing a good financial roadmap to help the client chart out a fulfilling life journey. On top of understanding clients, he knows the importance of constant upgrading to be able to provide better service. William has picked up the Master Fund Advisor as well as Certified Financial Planner qualifications to better be able to serve his clients.
Licensed to advise on Insurance needs ranging from General to Life, as well as wealth accumulation needs , he is well suited to meet the changing and growing needs of a client. With his teaching background, he is able to make concepts easy to understand and plans easy to execute.