AeroLeads people directory · profile
Bill Bockwoldt, Cfp®, Mba, Cepa® Email & Phone Number
Founder
at
Vibato, LLC
2 work emails found
@vibato.com
3 phones found area 415
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
Petaluma, California, United States
Company size
Who is Bill Bockwoldt, Cfp®, Mba, Cepa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bill Bockwoldt, Cfp®, Mba, Cepa® is listed as Founder at Vibato, LLC, a with 5 employees, based in Petaluma, California, United States. AeroLeads shows a work email signal at vibato.com, phone signal with area code 415, and a matched LinkedIn profile for Bill Bockwoldt, Cfp®, Mba, Cepa®.
Bill Bockwoldt, Cfp®, Mba, Cepa® previously worked as SVP, Advisor at Wealthspire Advisors and Principal and Financial Advisor (CFP®) at Private Ocean Wealth Management. Bill Bockwoldt, Cfp®, Mba, Cepa® holds Mba, Business Management from University Of California, Berkeley, Haas School Of Business.
Company email context
Email format at Vibato, LLC
This section adds company-level context without repeating Bill Bockwoldt, Cfp®, Mba, Cepa®'s masked contact details.
*@vibato.com
74% confidence
AeroLeads found 2 current-domain work email signals for Bill Bockwoldt, Cfp®, Mba, Cepa®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Start Ups, Product Management, Business Development, Strategy, and 42 others.
Current workplace
Bill Bockwoldt, Cfp®, Mba, Cepa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Vibato, Llc
7 roles · 31 years
Bill Bockwoldt, Cfp®, Mba, Cepa® work experience
A career timeline built from the work history available for this profile.
Svp, Advisor
Founder
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.
Principal And Financial Advisor (Cfp®)
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.
Dec 2012 - May 2022
Director - Software Solutions
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.
Aug 2004 - Jan 2009
Program Manager
Managed resources and activities across 3 continents in the development, production, and marketing/sales of broadband telecommunications equipment.
2000 - 2004
~4 yrs
Regional Marketing Manager
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.
1996 - 2000
~4 yrs
Team & coworkers
Colleagues at Vibato, LLC
Other employees you can reach at vibato.com. View company contacts for 5 employees →
4 education records
Bill Bockwoldt, Cfp®, Mba, Cepa® education
Mba, Business Management
University Of California, Berkeley, Haas School Of Business
Cfp Certification, Personal Financial Planning
San Francisco State University
Business Administration And Management, General
Golden Gate University
Bsee, Electrical Engineering
Devry Institute Of Technology
FAQ
Frequently asked questions about Bill Bockwoldt, Cfp®, Mba, Cepa®
Quick answers generated from the profile data available on this page.
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 Vibato, LLC?
Bill Bockwoldt, Cfp®, Mba, Cepa® is listed as Founder at Vibato, LLC.
What is Bill Bockwoldt, Cfp®, Mba, Cepa®'s email address?
AeroLeads has found 2 work email signals at @vibato.com for Bill Bockwoldt, Cfp®, Mba, Cepa® at Vibato, LLC.
What is Bill Bockwoldt, Cfp®, Mba, Cepa®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 415 for Bill Bockwoldt, Cfp®, Mba, Cepa® at Vibato, LLC.
Where is Bill Bockwoldt, Cfp®, Mba, Cepa® based?
Bill Bockwoldt, Cfp®, Mba, Cepa® is based in Petaluma, California, United States while working with Vibato, LLC.
What companies has Bill Bockwoldt, Cfp®, Mba, Cepa® worked for?
Bill Bockwoldt, Cfp®, Mba, Cepa® has worked for Vibato, Llc, Wealthspire Advisors, Private Ocean Wealth Management, Upek, Inc., and Nokia.
Who are Bill Bockwoldt, Cfp®, Mba, Cepa®'s colleagues at Vibato, LLC?
Bill Bockwoldt, Cfp®, Mba, Cepa®'s colleagues at Vibato, LLC include Alexa Fox, Teresa Bockwoldt, and Demian Kuhlen.
How can I contact Bill Bockwoldt, Cfp®, Mba, Cepa®?
You can use AeroLeads to view verified contact signals for Bill Bockwoldt, Cfp®, Mba, Cepa® at Vibato, LLC, including work email, phone, and LinkedIn data when available.
What schools did Bill Bockwoldt, Cfp®, Mba, Cepa® attend?
Bill Bockwoldt, Cfp®, Mba, Cepa® holds Mba, Business Management from University Of California, Berkeley, Haas School Of Business.
What skills is Bill Bockwoldt, Cfp®, Mba, Cepa® known for?
Bill Bockwoldt, Cfp®, Mba, Cepa® is listed with skills including Start Ups, Product Management, Business Development, Strategy, Management, Marketing, Strategic Planning, and Competitive Analysis.
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