Senior Client Advisor
Bill has 35 years of experience in financial services with a deep expertise in life insurance, estate planning & wealth management. After many years with New York Life, Bill is now the senior client advisor at Wallace Advisory Group.
Bill is and has always been a sports enthusiast and can often be found on the golf course at Contra Costa Country Club or on the tennis court behind his house.
He loves his family and loves to cook for them, and if you’re lucky, he may give you his Caesar salad dressing recipe!