Your Team

Founder, CEO and President

William "Bill" Pacheco entered the financial services industry 9 years ago with one goal: Helping people better understand and navigate the world of personal finance. In 2012, with a vision to build his firm based on trust and respect, William has far exceeded that objective.

Bill holds Series 7 and 66 registrations through LPL Financial. He is a licensed agent for Life,  Long-Term Care and Disability.  

Bill has extensive experience advising individuals, families, and corporations alike. His specialty is breaking down complex issues and developing a concise approach to address the concern. Bill has a proven track record for delivering sophisticated financial solutions and helping his clients with the advice he provides.

Bill and his spouse of 24 years, Dreama Pacheco, reside in Folsom, along with their children Spencer, Marina, Gavin and their dog Belle.

Administrative Assistant

Dreama Pacheco