William Holliday
- Role
- CEO, Wealth Consultant at Elite Wealth Management, Llc
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About William Holliday
At Elite Wealth Management, we deliver bespoke financial strategies that resonate with…
Experience
CEO, Wealth Consultant
Mar 2022 — Present
Education
The Wharton School
Business Operations Certification
2016 — 2016
University of Southern California
Bachelor of Arts (B.A.), Economics w/ minor in Business Law
2011 — 2013
Los Angeles City College
Associate of Arts (AA), , Marketing, Summa Cum Laude
2009 — 2011
San Diego State University
Master of Science in Business Administration (MSBA), Tax / Financial Planning
2016 — 2019
The Wharton School
Financial Modeling Certification
2016 — 2016
San Diego State University
Executive Financial Planner Certificate, Finance
2016 — 2018
Skills
- Asset Allocation
- Financial Advisory
- Insurance
- Tax
- Estate Planning
- Uniform Combined State Law
- Wealth
- Ca Insurance License
- Investments
- Budgeting
- Retirement Planning
- Financial Planning
- Finance
- Securities
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