William D. Pitney, CFP<sup>&reg;</sup> - Financial Advisor

William D. Pitney, CFP®

MBA, CeFT®

President

FocusYOU

PO Box 4805
Foster City, CA 94404
+ 1 More Location

FocusYOU

2841 Cleveland Ave, Ste 9
Santa Rosa, CA 95403
FINANCIAL ADVISOR'S WEBSITE
(888) 418-0847
+2 More Numbers
(650) 684-1199 (707) 282-3700

General

William Pitney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FocusYOU in Foster City, CA and the surrounding communities.

Financial Advisor Overview

Our Mission:
To empower people to make educated and transformative financial decisions.

Our Specialty:
-- Strategic financial coaching and education using an integrated approach.
-- Financial Transitions Planning that connects the technical and human sides of money.

Service Philosophy:
-- Ensure each client's best interest first and confidentiality come first.
-- Foster an attentive and responsive bond with each client.

Some Benefits Our Clients Have Realized:
-- The sense of relief that comes from having a sound, well-integrated strategic plan.
-- Financial strategies that reflect personal values and goals.
-- Retire with confidence and without hardship.

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Financial Advisor Experience

William has been improving the financial lives of others since 2003, when he began providing fully integrated financial planning advice and services.  From day one, he has advocated the consultative approach to planning, which is grounded in years of study and practical experience.  William facilitates conversations that might not otherwise take place between spouses, family and business partners.  The results: he helps his clients put their financial affairs in good order, safeguard their wealth, and avoid costly mistakes.

William is passionate about helping others.  He became a financial planner after witnessing the devastating effects that poor financial counsel had on his mother-in-law following the death of her husband.  William entered the industry deeply committed to ensuring others never faced the same fate.

In 2011, William founded Focus YOU to provide a truly educational approach to developing comprehensive financial strategies which support an individual’s most essential life goals.  He believes that too often there is a disconnect between what people say they want in life, and the decisions they make with their money to achieve it.  By providing clients with more financial knowledge – from the basics through more sophisticated strategies – William strives to empower people to make appropriate decisions and adopt fiscally healthy behaviors to support their goals.

William earned an MBA from The University of Arizona with an emphasis on entrepreneurship, finance and marketing.  He received a BA from the University of Kentucky.  Committed to a higher fiduciary standard of excellence, he has met the high standards of education, experience and integrity to earn the professional designations of CERTIFIED FINANCIAL PLANNERTM professional and Accredited Investment Fiduciary®. 

William demonstrates his commitment to on-going professional development by completing a minimum of 40 hours of continue education annually.  William has been quoted in media outlets including the Journal of Financial Planning, Black Enterprise Magazine and Wall Street Journal.

William lives in the San Francisco Bay Area with his family. In his free time, William is an avid spectator sports fan and enjoys music, food and road trips. He also enjoys volunteering with organizations focused on children and families.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RFC®, CeFT®

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Budget & Debt Management, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Irregular Income, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources