R. William Chaffin, CFP®, CWS®

Senior Vice President/Investments

For more than three decades, Bill has provided his clients with comprehensive wealth management services.  He takes the time to fully understand each client's total financial picture in order to develop personalized investment and estate planning strategies that incorporate the time-tested principles of asset allocation, risk management, and tax efficiency.  


In addition to the Certified Financial Planner™ certification, Bill holds a Bachelor of Arts from California State University Hayward and a Master of Arts from the University of Wisconsin at Madison.

Bill volunteers his time to a number of organizations in the local community.  He has served on the Board of Directors for the Rancho Bernardo Rotary Club and as President of the Rancho Bernardo Community Foundation, Chairman of Economic Development for the San Diego North Chamber of Commerce, and Chairman of the Palomar Pomerado Hospital Foundation.


Bill and his wife, Terry, live in Poway, California. When not assisting clients, he enjoys playing tennis and cruising the back roads of San Diego County on his Screaming Eagle Harley.  

 

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