Bill Bockwoldt, CFP
Private Ocean
Certified Financial Planner in Petaluma, CA
Address:12 Parkside Ter
Petaluma, CA 94952
About Bill Bockwoldt
Bill Bockwoldt is a financial professional at Private Ocean located in Petaluma, California. Bill Bockwoldt holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Bill Bockwoldt provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Bill Bockwoldt12 Parkside Ter
Petaluma, CA 94952
Phone Number:
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Website:
http://www.privateocean.com
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