William is involved in servicing current Andina clients as well building out the Sports Marketing and Business Development division. Prior to working with Andina, William began his financial services career in asset protection and Insurance with Mass Mutual. Afterwards, he became a financial advisor at Morgan Stanley and focused on investments and wealth management.
William obtained a BA in Economics with a minor in Business Law from the University of Southern California, and is currently completing his Master’s in Tax and Financial Planning from San Diego State University. He holds Series 7 and 66 FINRA licenses and is also certified by the State of California in Life and Health Insurance.