William (Bill) Spriggs

Investment Advisor Representative

Phone: 415-457-7973
Fax: 415-457-4267
Mobile Phone:Cell 415-519-6334
E-mail: bill.spriggs@natplan.com

Office Location:

45 Balboa Ave., San Rafael, CA 94901

Bill is an independent financial advisor in Marin County, CA, whose primary focus is on financial problem solving, with cutting-edge solutions for small business owners & self-employed professionals.  He has been affiliated with Sterling Financial Services, Inc. for many years.  Most of his clients have been working with him for numerous years as they value his experience, integrity and value-added recommendations. Bill has two guiding principals in his practice.  The first is to always put client interests foremost and the second is to “play by the (legal) rules, but play to win” for maximum client benefit.

Bill’s method is to meet with each client, along with their CPA/attorney, to evaluate the client’s situation and explain the possible options available.  If the client meets certain income & asset qualifying criteria, a further, detailed analysis is done to determine the appropriate solutions to satisfy the client’s objectives.

He works primarily through referrals from clients, CPA’s and attorneys.

Bill is a graduate of the United States Naval Academy and has an MBA from the Stanford University Graduate Business School. He is currently not married, which allows him reasonable time to pursue his golf addiction on local & far-flung courses.