William Roland
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William Roland Email & Phone Number

ChFC® | CLU® | Managing Partner ClearView Wealth Partners at Clearview Wealth Partners
Location: Petaluma, California, United States 5 work roles 2 schools
1 work email found @spectrumwealthpartners.com 9 phones found area 707, 415, and 313 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email w****@spectrumwealthpartners.com
Direct phone (707) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
ChFC® | CLU® | Managing Partner ClearView Wealth Partners
Location
Petaluma, California, United States

Who is William Roland? Overview

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Quick answer

William Roland is listed as ChFC® | CLU® | Managing Partner ClearView Wealth Partners at Clearview Wealth Partners, based in Petaluma, California, United States. AeroLeads shows a work email signal at spectrumwealthpartners.com, phone signal with area code 707, 415, 313, and a matched LinkedIn profile for William Roland.

William Roland previously worked as Managing Partner at Clearview Wealth Partners and Partner at Spectrum Wealth Partners. William Roland holds Business Finance | German Studies from Western Michigan University.

Company email context

Email format at Clearview Wealth Partners

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{first}@spectrumwealthpartners.com
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AeroLeads found 1 current-domain work email signal for William Roland. Compare company email patterns before reaching out.

Profile bio

About William Roland

Bill is a fee-based financial planner in the San Francisco Bay Area. He is a Managing Partner at ClearView Wealth Partners and has been in practice since 1989.He specializes in working with privately-held business owners to develop a comprehensive financial plan that fully integrates the client’s business succession strategy, wealth management, and estate plan. He also specializes in pension and 401(k) design and administration. His years of experience have taught him that helping his clients develop a team of advisors is integral to providing them with the best success in implementing their goals and strategies. Teams typically include specialists in the fields of financial planning, legal, accounting, investments, and insurance.Specialties: • Comprehensive Business Succession Strategies for Closely Held Businesses• Executive Compensation Program Design & Implementation• Estate Planning • Wealth Management• 401(k) Plan Design & ImplementationBorn and raised in Michigan, Bill attended Western Michigan University and studied Business, Finance and German Studies. He earned the Chartered Life Underwriter® and Chartered Financial Consultant® professional designations from The American College.When not with clients, Bill plays on an ice hockey team and enjoys, boating, hiking as well as gardening in the backyard.

Listed skills include Wealth Management, Investments, Estate Planning, Finance, and 26 others.

Current workplace

William Roland's current company

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Clearview Wealth Partners
Clearview Wealth Partners
ChFC® | CLU® | Managing Partner ClearView Wealth Partners
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5 roles

William Roland work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current

Petaluma, California, United States

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​ Insurance offered in CA as an insurance representative. CA Insurance Lic# 0778291

Nov 2021 - Present

Partner

Spectrum Wealth Partners

San Francisco Bay Area

775 Baywood Drive, Suite 213Petaluma, CA 94954707.789.0642William Roland is a Registered Representative of Lincoln Financial Advisors Corp.Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Spectrum Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp.Securities offered to residents of AR, AZ, CA, CO, DC, FL, ID, IL, MA, NE, NJ, NV, OH, OR, WA & WI.CA Insurance License #0778291CRN-2930722-013020

Dec 2014 - Nov 2021

Financial Planner

Petaluma, Ca

Bill originally joined CIGNA Financial Advisors in 1993, until its merger with Lincoln Financial Advisors in 1999.

Jan 1993 - Nov 2021
2 education records

William Roland education

High School

Grosse Pointe North High School
FAQ

Frequently asked questions about William Roland

Quick answers generated from the profile data available on this page.

What company does William Roland work for?

William Roland works for Clearview Wealth Partners.

What is William Roland's role at Clearview Wealth Partners?

William Roland is listed as ChFC® | CLU® | Managing Partner ClearView Wealth Partners at Clearview Wealth Partners.

What is William Roland's email address?

AeroLeads has found 1 work email signal at @spectrumwealthpartners.com for William Roland at Clearview Wealth Partners.

What is William Roland's phone number?

AeroLeads has found 9 phone signal(s) with area code 707, 415, 313 for William Roland at Clearview Wealth Partners.

Where is William Roland based?

William Roland is based in Petaluma, California, United States while working with Clearview Wealth Partners.

What companies has William Roland worked for?

William Roland has worked for Clearview Wealth Partners, Spectrum Wealth Partners, Lincoln Financial Advisors, Metlife Financial Services, and California State Automobile Association (Aaa).

How can I contact William Roland?

You can use AeroLeads to view verified contact signals for William Roland at Clearview Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did William Roland attend?

William Roland holds Business Finance | German Studies from Western Michigan University.

What skills is William Roland known for?

William Roland is listed with skills including Wealth Management, Investments, Estate Planning, Finance, Employee Benefits, Insurance, Retirement, and 401K.

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