What matters most to you, matters most to us.

Most people live complicated lives. However, our clients tend to share a common sentiment: Nothing matters more than family.
Everything we do is focused on your goals. We will work with you to plan for your ideal situation. Along the way, we'll put in place the things you need to achieve your desired outcomes.
Financial Planning | Wealth Management | Insurance Strategies 
Meet the team...

Bill Wallace
Senior Client Advisor

Bill has 35 years of experience in financial services with a deep expertise 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 Contra Costa Country Club or on the tennis court behind his house.


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

Craig Wallace
COO & Chief Compliance Officer

Craig graduated from Georgetown University with a degree in Finance and joined forces with Bill & Joe in 2014 as COO and Chief Compliance Officer.

Craig has experience in a few fields, teaching high school Geometry and Algebra after college and also working for the Monitor Group consulting firm in New York City. He recently completed a Masters in Financial Services at The American College.

Craig and his wife are the proud parents of one and also have a dog and 3 cats.

Dawn Freccero
Operations Director

Dawn Freccero has been with Wallace Advisory Group for 20 years now. 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.

Joe Wallace
Client Advisor

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 Adviser Representative of Wallace Advisory Group, LLC, a Registered Investment Adviser.

Like father, like son, Joe is also an avid golfer with multiple trips over to the links in Scotland and Ireland under his belt. If you don’t ask him about his recent hole-in-one, he may tell you anyway!

Julie Ortega
New Business Director

Julie Ortega 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!

Jill Wallace
Client Services

Jill Wallace has been working at the firm now for 8 years. She focuses on client service, but as the wife to Bill and mother to Joe and Craig, she has her hands full in the office most days.

We look forward to connecting with you.

Visit us...

Wallace Advisory Group, LLC
3658 Mount Diablo Boulevard, Suite 225
Lafayette, CA 94549
info@wallaceadvisory.com  |  Tel  925.284.6880  |  Fax  925.284.6888 

To see a copy of our SEC form CRS, Customer Relationship Summary, please click here.

Wallace Financial & Insurance Solutions, LLC. dba Wallace Advisory Group and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA, TX, HI, NV, NY, NJ, ME, UT, OR, and AZ. Residents of other states should consult with a local registered representative for securities products.

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck Investment Advisory Services offered through Wallace Advisory Group, LLC. Non-variable insurance products offered through Wallace Financial & Insurance Solutions, LLC. Wallace Advisory Group, LLC and Wallace Financial & Insurance Solutions, LLC are affiliated firms, and are independently owned and operated from M Holdings Securities, Inc.

Wallace Financial & Insurance Solutions, LLC. dba Wallace Advisory Group is a provisional member of the M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship. 0402-2016

Wallace Advisory Group, LLC is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Wallace Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wallace Advisory Group, LLC unless a client service agreement is in place.

© 2020 by Wallace Advisory Group