William J. Fries - C.P.A., P.F.S., CFP®

Education:

• Chapmen College - 1976 - A.A. General Business
• University of Nevada, Las Vegas - 1980 - B.S.B.A. Accounting
• Golden Gate University - 1985 - Masters Degree in Taxation
• College for Financial Planning - 1998 - CFP Professional Education Certificate

 

Professional Experience:

• More than 25 years in public accounting
• Extensive "Tax" experience

 

Areas of Expertise:

• Real estate development
• Medical, legal and other professional services
• Logistics and personnel administration
• Insurance and financial services

 

Professional Affiliations:

• American Institute of Certified Public Accountants
• California Society of Certified Public Accountants
• Financial Planning Association

 

Professional Licenses:

• Certified Public Accountant, State of California
• Certified Financial Planner
• Personal Financial Specialist
• General Securities Representative, Series 7
• Registered Investment Advisor Representative, Series 66
• California Life Agent, Variable Contracts

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