William Fortner, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About William
William Fortner
email: Bill.Fortner@meritagewia.com
tel: (949) 433-1063
web: www.meritagewia.com
Over the last 25 years William Fortner has provided life insurance and advanced planning strategies for more than a thousand high net worth families in Southern California and Hawaii. Much of the work Bill performs is directed toward wealth transfer and wealth preservation for Estate Planning, Supplemental Income strategies, Defined Benefit Plans, and Private Placement Insurance. Bill served as the region’s life insurance specialist for Union Bank of California, Edward Jones, Bank of America Private Bank, Merrill Lynch, and Wells Fargo Private Bank. Bill is a permanent faculty member of the Southern California Institute and a Fellow in the organizations Laureate Program, which offers one of California’s most complete business estate and wealth strategies curricula. He also is a graduate of the University of Southern California. Bill and his wife Jacqui met at USC and celebrated their 30th wedding anniversary last year.
