Bill has 35 years of experience in financial services with a deep specialization in life insurance, estate planning & wealth management. After many years with New York Life, Bill is now the senior client advisor at Wallace Advisory Group.

Bill is and has always been a sports enthusiast and can often be found on the golf course at Claremont Country Club in Oakland.

He loves his family and loves to cook for them, and if you’re lucky, he may give you his Caesar salad dressing recipe!

CA Insurance License #0588202

Joe is a graduate of UC Santa Barbara, where he played baseball on scholarship, and has worked side-by-side with Bill ever since.

He maintains a Certified Financial Planner designation and is an Investment Advisor Representative of Wallace Advisory Group, LLC, a Registered Investment Advisor.

Like father, like son, Joe is also an avid golfer with multiple trips over to the links in Scotland and Ireland under his belt.

CA Insurance License #0103105

Julie has been working at Wallace Advisory Group for 35 years. She has been a huge part of the operation and will continue to be for the years to come. As you can imagine, she has worn many hats over the years, and currently she runs underwriting and all new business at the firm. Every client will interact with her in one way shape or form so please do us a favor and don’t mention the Raiders moving to Las Vegas!

Dawn has been with Wallace Advisory Group for more than 20 years. She has been essential to the growth of the firm and allowing us to serve our clients in the very best manner. Dawn has many rolls here at the firm, but mainly focuses on the financial modeling we do for our clients.