William Bomar Email & Phone Number

Operations Manager @ Alpha Wealth Management and Planning

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William Bomar Location

California, United States

William Bomar Work

2016 - now Operations Manager @ Alpha Wealth Management and Planning
2011 - 2015 Financial Advisor @ Ketron Financial
2005 - 2011 Associate Financial Advisor @ Klatz Rounick & Associates, A financial advisory practice of Ameriprise Financial Services, LLC

1992 - 2006 Senior Management @ Silver Screen Video

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William Bomar Skills

Alternative Investments
Estate Planning
Financial Advisory

Series 63
Financial Planners
Fixed Annuities
Insurance
Retirement Planning
Financial Planning
Portfolio Management

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William Bomar Summary

William Bomar, based in California, United States, is currently a Operations Manager at Alpha Wealth Management and Planning. William Bomar brings experience from previous roles at Ketron Financial, LLC, Fannin & Associates, A financial advisory practice of Ameriprise Financial and Silver Screen Video. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners and more. William Bomar has 2 emails and 1 mobile phone numbers on RocketReach.

William Bomar Emails

Found 2 emails

William Bomar Phone Numbers

Found 1 phone numbers

707332XXXX

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William Bomar

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Top Alpha Wealth Management and Planning Employees

Andrei Jigalin

Financial Advisor, Principal, CFP® at Alpha Wealth Management and Planning

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William Bomar

Operations Manager at Alpha Wealth Management and Planning

California, United States
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Matt Fannin

Financial Advisor/Principal at Alpha Wealth Management and Planning

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