About Us

William L. Mehserle, Jr.

CFP®, AIF® Partner, Planner

William (Bill) is a graduate of the Georgia Institute of Technology, where he graduated summa cum laude with a B.S. in Chemical and Biomolecular Engineering. He subsequently founded two technology and marketing businesses in Atlanta.

Bill continued his studies at Emory University to attain his CERTIFIED FINANCIAL PLANNER(TM) designation.  He is currently enrolled at Yale University to attain his Certified Private Wealth Advisors (CPWA) designation. 

Since dedicating his career to financial services, he was named in 2018 and 2019 by Forbes as a Top Next-Gen Wealth Advisor. The list includes 1,000 advisors selected from more than 24,000 applications and a pool of more than 200,000 eligible young advisors throughout the U.S.*

Bill is active in many nonprofit organizations and serves on boards including the Gulf Coast Community Foundation, one of the nation’s largest community foundations.

*The Forbes Top Next-Gen ranking is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Request Information