Bill Bockwoldt, Cfp®, Mba, Cepa®

Bill Bockwoldt, Cfp®, Mba, Cepa® Email and Phone Number

Founder @ Vibato, LLC
Petaluma, CA, US
Bill Bockwoldt, Cfp®, Mba, Cepa®'s Location
Petaluma, California, United States, United States
Bill Bockwoldt, Cfp®, Mba, Cepa®'s Contact Details

Bill Bockwoldt, Cfp®, Mba, Cepa® work email

Bill Bockwoldt, Cfp®, Mba, Cepa® personal email

n/a

Bill Bockwoldt, Cfp®, Mba, Cepa® phone numbers

About Bill Bockwoldt, Cfp®, Mba, Cepa®

People work with me to accelerate the life they want to live. I work as a trusted advocate for all my clients to help them achieve their personal financial goals.Specialties: Financial Planning / Wealth Management, Business Ownership, Investment Management.Outcomes: Peace-of-mind, Fulfillment, Inspiration, Confidence, Success.

Bill Bockwoldt, Cfp®, Mba, Cepa®'s Current Company Details
Vibato, LLC

Vibato, Llc

View
Founder
Petaluma, CA, US
Website:
vibato.com
Employees:
5
Bill Bockwoldt, Cfp®, Mba, Cepa® Work Experience Details
  • Vibato, Llc
    Founder
    Vibato, Llc
    Petaluma, Ca, Us
    View
  • Wealthspire Advisors
    Svp, Advisor
    Wealthspire Advisors Jan 2022 - Present
    New York, Ny, Us
    View
  • Vibato, Llc
    Founder
    Vibato, Llc Jan 2009 - Present
    Petaluma, Ca, Us
    Public and Private Companies looking for a compelling, cost-effective approach to meeting compliance requirements for internal controls over financial reporting (Sarbanes-Oxley, COSO 2013) select Vibato based on our best-practice methods and highly integrated toolsets that reduce cost, effort, and complexity.
    View
  • Private Ocean Wealth Management
    Principal And Financial Advisor (Cfp®)
    Private Ocean Wealth Management Dec 2012 - May 2022
    San Rafael, Ca, Us
    Comprehensive financial planning and wealth management for individuals, families, and business owners. Areas include budgeting and financial modeling, investment management, insurance, estate planning, taxes, and retirement planning. We work with clients interested in; accumulating wealth, selling businesses, financing education, planning for retirement, managing inheritance or sudden wealth, and becoming financially independent.
    View
  • Upek, Inc.
    Director - Software Solutions
    Upek, Inc. Aug 2004 - Jan 2009
    Emeryville, Ca, Us
    Manage marketing, business development, and strategic activities for software/hardware solutions at a technology startup delivering fingerprint biometric solutions for the government, enterprise and consumer markets.
    View
  • Nokia
    Program Manager
    Nokia 2000 - 2004
    Espoo, Southern Finland, Fi
    Managed resources and activities across 3 continents in the development, production, and marketing/sales of broadband telecommunications equipment.
    View
  • Tegal Corporation
    Regional Marketing Manager
    Tegal Corporation 1996 - 2000
    Petaluma, Ca, Us
    Planned and executed marketing/sales strategies for advanced semiconductor processing equipment for the European and Japanese regions. Negotiated technical and financial aspects of large system orders.
    View

Bill Bockwoldt, Cfp®, Mba, Cepa® Skills

Start Ups Product Management Business Development Strategy Management Marketing Strategic Planning Competitive Analysis Entrepreneurship Leadership Program Management Strategic Partnerships Enterprise Software Business Strategic Financial Planning Executive Management Investments Management Consulting Budgets Telecommunications Sales Finance Saas Product Marketing Financial Planning Corporate Development Cross Functional Team Leadership Marketing Strategy Project Management Venture Capital Integrated Marketing Small Business Mergers And Acquisitions Business Strategy Marketing Management Financial Analysis Product Development Business Planning Wealth Management Retirement Planning Personal Financial Planning Real Estate Investment Landlording Buy And Hold Investing Estate Planning Financial Modeling

Bill Bockwoldt, Cfp®, Mba, Cepa® Education Details

  • University Of California, Berkeley, Haas School Of Business
    University Of California, Berkeley, Haas School Of Business
    Business Management
  • San Francisco State University
    San Francisco State University
    Personal Financial Planning
  • Golden Gate University
    Golden Gate University
    General
  • Devry Institute Of Technology
    Devry Institute Of Technology
    Electrical Engineering

Frequently Asked Questions about Bill Bockwoldt, Cfp®, Mba, Cepa®

What company does Bill Bockwoldt, Cfp®, Mba, Cepa® work for?

Bill Bockwoldt, Cfp®, Mba, Cepa® works for Vibato, Llc

What is Bill Bockwoldt, Cfp®, Mba, Cepa®'s role at the current company?

Bill Bockwoldt, Cfp®, Mba, Cepa®'s current role is Founder.

What is Bill Bockwoldt, Cfp®, Mba, Cepa®'s email address?

Bill Bockwoldt, Cfp®, Mba, Cepa®'s email address is bi****@****pek.com

What is Bill Bockwoldt, Cfp®, Mba, Cepa®'s direct phone number?

Bill Bockwoldt, Cfp®, Mba, Cepa®'s direct phone number is +141524*****

What schools did Bill Bockwoldt, Cfp®, Mba, Cepa® attend?

Bill Bockwoldt, Cfp®, Mba, Cepa® attended University Of California, Berkeley, Haas School Of Business, San Francisco State University, Golden Gate University, Devry Institute Of Technology.

What are some of Bill Bockwoldt, Cfp®, Mba, Cepa®'s interests?

Bill Bockwoldt, Cfp®, Mba, Cepa® has interest in Animal Welfare, Education, Economic Empowerment.

What skills is Bill Bockwoldt, Cfp®, Mba, Cepa® known for?

Bill Bockwoldt, Cfp®, Mba, Cepa® has skills like Start Ups, Product Management, Business Development, Strategy, Management, Marketing, Strategic Planning, Competitive Analysis, Entrepreneurship, Leadership, Program Management, Strategic Partnerships.

Who are Bill Bockwoldt, Cfp®, Mba, Cepa®'s colleagues?

Bill Bockwoldt, Cfp®, Mba, Cepa®'s colleagues are Teresa Bockwoldt, Demian Kuhlen, Alexa Fox.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.