Bill Bockwoldt

Meet Bill.

Bill Bockwoldt leads Wealthspire’s Bay Area offices while advising clients on financial and retirement planning. A former technology entrepreneur and experienced real estate investor, he understands the personal demands of business ownership. His planning interests include risk management and sustainability, supported by business, engineering and exit-planning qualifications.

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Areas of focus

Business owners · Financial planning · Retirement planning · Risk management

Credentials recorded in sources

MBA, CFP®, CEPA®

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Fees & compensation

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Email source checked

2026-09-16 · Published in the linked professional biography.

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Portrait source

Photo matched to official biography · 2026-09-16

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Wealthspire

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Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.

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