R. William Chaffin, CFP®, CWS®, AIF®

Senior Vice President/Investments

For nearly 40 years, 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 proper asset allocation, as well as risk management strategies and tax-efficient investment strategies.

Bill has attained the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Wealth Strategist® and Accredited Investment Fiduciary™ designations.  He earned a Bachelor of Arts from California State University East Bay and a Master of Arts from the University of Wisconsin at Madison.

An active member of the San Diego community, Bill is a past chairman of the Palomar Hospital Health Foundation, past president of the Rancho Bernardo Community Foundation, and has served on the boards of directors for Rotary, the Chamber of Commerce, and the Rancho Bernardo Business Association, among others.  In 2020, he was recognized for his outstanding civic achievements by being voted into the Rancho Bernardo Hall of Fame.

Bill and his wife, Terry, enjoy spending time with their three grandchildren.  When not assisting clients, he enjoys playing tennis and cruising the back roads on his Harley Davidson motorcycle.



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