William Monfils Upson
CFP® , ChFC®
Strategic Asset Management Group
P: 925 932 7090
F: 925 932 7097
1990 N. California Blvd. 8th Floor
Walnut Creek, CA 94596
Bill is a Financial Advisor and a Registered Representative. Bill focuses on income and estate tax planning for high net worth individuals, successful professionals, business owners, and retires. Bill believes the primary objective is to reduce individual and corporate income taxes, as well as estate taxes as allowed.
Bill has trained over 600 CPA’s in proper long-term care (LTC), and estate planning as an educator at the yearly meetings in California. He has also trained over 200 FPA members in comparable venues. He has provided training about LTC issues to numerous local insurance groups, and spoken as the keynote motivational speaker at the Washington State, Central California, and Hawaii NAIFA conventions. He has trained CLU’s and ChFC’s, as well as insurance agents, financial representatives, brokers, bankers, as well as spoken before employees and managers of the top 500 US corporations.
Bill is a frequent speaker at investor conferences and industry education conferences. He is the author of the books “Long Term Care, Alternatives and Solutions”, and “Pathways to Financial Freedom”. Bill has been a member of the Top of the Table for the past nineteen years in a row. He is also a member of Ed Slott’s Elite IRA Advisor Group TM, providing unique solutions for complex IRA issues. Bill has been quoted in the Wall Street Journal, local San Francisco newspapers, many magazines, and online publications over the years.
Bill’s credentials include:
• BS, University of Connecticut
• Chartered Financial Consultant, ChFC®
• Chartered Life Underwriter, CLU
• Board Member – AIMC, Berkeley, CA
• Board Member & Trustee MDRT Foundation
• Board Member of the American Cancer Society
• Former Board Member of the Mt. Diablo Silverado Council – BSA
• Former Board Member of Habitat for Humanity
• Former Trustee of the Boy Scouts of American Endowment Fund
• Founder and President of the Eagle Scholarship Fund
Bill conducts Regular seminars regarding income and estate tax reduction techniques, charitable gifting and trust planning, tax planning for corporations, and solutions for long-term care.
On a personal note, Bill enjoys sailing on San Francisco Bay, travel, and all the special time he can spend with his spouse and four grandchildren.
“Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. All members must apply every year to continue their affiliation with the Top of the Table Million Dollar Round Table.”
“Ed Slott’s Elite IRA Advisor Group,” is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with Royal Alliance Associates, Inc.