family first.
Prioritizing our families is a trait we share with most of our clients. We’ll learn your family story and work to protect it.
People matter most.
Typically, you hire a person—not a firm—to help you navigate the financial part of your life. Get to know each of us by viewing our video bios below.
Get to know Joe.
Get to know Bill.
Meet the team…
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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 manager 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
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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
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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!
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Eloise is a 2023 graduate of UC Davis, where she completed her undergraduate studies by earning degrees in both political science and professional writing. During her time at Davis, she competed in intercollegiate athletics as a NCAA Division I swimmer for all four years.
She now resides in San Francisco. Eloise loves to stay active by traveling, playing pickleball, cooking, and taking weekend trips to Tahoe to go skiing and wake surfing.