He advises high‑ and ultra‑high‑net‑worth families, family offices, business owners, and senior executives on investment management, credit and liquidity needs, and long‑term planning. William’s work often includes coordinating financing across commercial real estate, securities‑based facilities, and other specialized lending solutions. He partners with clients and their advisory teams to evaluate options and guide them through business growth, transitions, and liquidity events.

William earned a B.A. in Political Science from the University of California, Irvine, and has more than 15 years of banking experience. He also makes time to empower young leaders and support immigrant families. William lives in Newport Beach with his wife, son, and daughter.