Bill Boggs, Certified Wealth Planning Advisor
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About Bill
Bill Boggs
email: bill.boggs@lplfinancial.com
tel: (843) 422-5225
web: https://pencewealthmanagement.com/
Bill’s journey is a testament to the power of planning and strategic thinking. Before launching his finance career in 2005, Bill served with distinction in the United States Marine Corps and the United States Navy for 21 years. His service instilled in him crucial strategic and tactical planning skills, which he now leverages to help his clients build and preserve their wealth.
Bill is a graduate of the University of San Diego. He holds the prestigious Certified Financial Planner and Certified Exit Planning Advisor designations. In addition to his CFP® and CEPA credentials, Bill is licensed with LPL Financial, holding Series 7, Series 24, and Series 66 licenses, as well as a California Life Insurance license. He takes great pride in being part of Pence Wealth Management, recognized as one of Forbes’ Top RIA Firms from 2021-2024, and Barron’s Top 100 Private Wealth Management Teams in 2021.
Bill’s commitment to his profession extends beyond his client work. He has served on the board of the Financial Planning Association (FPA) and is a founding board member, and current Board Chairman of Support the Enlisted Project (STEP), an organization dedicated to improving financial wellness to fight homelessness, food insecurity, and mental health issues among active-duty military members and veterans.
Amid his professional licenses, Bill cherishes his Commercial Pilot License the most. He and his wife Kathy reside in San Diego with their beloved dog Teddi. They have three children: Danielle, Helene, and Tim.
