William L Totten
Advisor
- Role
- Advisor at Lendvia Financial
- Location
- Anaheim, CA, US
- LinkedIn followers
- 500 followers
About William L Totten
Results-driven financial professional with extensive experience in consultative sales, financial planning, and client relationship management. Certified Financial Planner™ demonstrating consistent success in exceeding goals, building rapport with high-net-worth clients, and delivering needs-based solutions. Recognized for exceptional communication skills, deep market knowledge, and the ability to drive both client success and organizational profitability.
Experience
Advisor
May 2023 — Present · Irvine, CA, US
Conduct comprehensive consultations with clients during initial enrollment, evaluating financial goals and preferences to ensure seamless transition to processing teamArticulate complex economic concepts, including the influence of Fed Funds Rate on consumer interest rates, to educate and guide clientsBuild strong rapport and demonstrate empathy while collaborating on options for overall financial wellness
Education
North Carolina Central University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
2010
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