A Registered Investment Advisor & Certified Public Accountant in California, managing client assets and providing tax planning & preparation for more than 20 years.
20+ years in financial services spanning many areas, including Chief Financial Officer of a broker-dealer, Head of Finance & IT for a boutique consulting firm, Senior Securities Accounting Manager for one of the nation’s largest P&C insurer’s $15 billion investment portfolio, Investment Advisor for a private equity LLC, and auditor of investment companies. This experience helped build the framework for my financial services firm.
Investing should be of sound principles and for the long-term. Anything else is really speculation. The tenets used at William Allan LLC are largely contrarian, usually owning what "Mr. Market" hates. With extensive experience in securities analysis, I predominantly uses individual stocks & bonds in my focused investment strategy.
Taxes play a large role in investing and should always be understood and accounted for in a good investment policy. A strong tax base and thoroughness are key in providing value to clients in this area. My goal is to get my clients into the lowest effective tax bracket possible, and avoid financial disaster as the result of an unintended taxable event.
Please visit www.willallan.com to learn more about my strategy.