Bill Lahl

Bill Lahl Email and Phone Number

Founder, Financial Advisor at Vista Advisor Group, LLC @
Bill Lahl's Location
Walnut Creek, California, United States, United States
Bill Lahl's Contact Details

Bill Lahl personal email

n/a

Bill Lahl phone numbers

About Bill Lahl

Bill Lahl specializes in financial planning, retirement income planning and long term investing. He is one for the founders of Vista Advisor Group, LLC. Bill provides counsel to individuals, families and self employed business owners. He holds the following financial industry registrations:Series 7 RegistrationSeries 66 RegistrationSeries 24 RegistrationSpecialties: Financial Planning, Retirement Income Planning, Estate Financal Planning, Investment Advice

Bill Lahl's Current Company Details
Vista Advisor Group, LLC

Vista Advisor Group, Llc

Founder, Financial Advisor at Vista Advisor Group, LLC
Bill Lahl Work Experience Details
  • Vista Advisor Group, Llc
    Founder, Financial Advisor
    Vista Advisor Group, Llc Sep 2020 - Present
    Walnut Creek, California, United States
    Vista Advisor Group, LLC, is a Registered Investment Advisor Firm (RIA) with the Securities and Exchange Commission (SEC). I and my two sons, Michael and Stephen are the founders of Vista Advisor Group, LLC. We are a financial planning and wealth management firm, with offices in Walnut Creek, California.
  • Cetera Advisor Networks Llc
    Mba, Crc, Financial Advisor
    Cetera Advisor Networks Llc Feb 2012 - Sep 2020
    1390 Willow Pass Road, Ste 900 Concord, Ca 94520 925-944-9644 X4180
    Cetera Advisor Networks LLC is one of the largest independently managed broker-dealers in the United States. We are a full service financial services firm. We hold relationships across the country with research teams, money managers, trust companies, estate and tax experts, attorneys, health plan consultants, and insurance professionals. Cetera Advisor Networks LLC provides counsel to individuals, families and self employed business owners. We understand the unique challenges and requirements facing these investors as they plan for their financial future. It is our focus to help them identify financial goals, construct a written financial plan, and implement a corresponding investment strategy.Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.CA Insurance License #0H32175
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  • Capital Management Advisor Group
    Mba, Registered Principal
    Capital Management Advisor Group May 2009 - Jan 2012
    Walnut Creek, California
  • Ibm
    Software Account Manager
    Ibm Jul 1996 - Jun 2008
    Overall IBM software responsibility within large accounts to which I was assigned. Designed and implemented strategic software agreements for large enterprises.
    View
  • Ibm
    Personal Computer Sales Specialist
    Ibm Jan 1993 - Jun 1996
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  • Ibm
    Univ. Of California Client Executive
    Ibm May 1983 - Jan 1993
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Bill Lahl Education Details

Frequently Asked Questions about Bill Lahl

What company does Bill Lahl work for?

Bill Lahl works for Vista Advisor Group, Llc

What is Bill Lahl's role at the current company?

Bill Lahl's current role is Founder, Financial Advisor at Vista Advisor Group, LLC.

What is Bill Lahl's email address?

Bill Lahl's email address is bl****@****bal.net

What is Bill Lahl's direct phone number?

Bill Lahl's direct phone number is (800) 879*****

What schools did Bill Lahl attend?

Bill Lahl attended Southern Illinois University Edwardsville, University Of California, Berkeley, Haas School Of Business.

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