William L. Mehserle, Jr., Cpwa®, Cfp®, Aif® Email & Phone Number

Tampa, Florida, United States

Partner at PFS Financial, an independent financial institution located in Hyde Park, Tampa, Florida. The firm serves as fiduciaries to hundreds of affluent clients across the country providing comprehensive wealth management and tailored investment strategies, via vertically integrated financial planning solutions. The firm exists to help individuals and families discover Purpose, obtain Freedom, and enjoy Stewardship. Led by J.D. Pellecchia and William L. Mehserle, Jr., the firm has over 85 years of experience and has managed over $1 billion in assets. They have been recognized by Forbes, The Tampa Bay Business Journal, the Tampa Chamber of Commerce, and Florida State University.

Los Angeles, California, United States

Co-Founded FYINDr™ with product SiiMee.com™. Siimee’s mission is to reduce bias in recruiting and hiring, by transforming the way employers connect with job seekers. Founded on the premise that diversity and inclusion can support a company’s bottom line, SiiMee believes that a fair, unbiased hiring process is the starting point to a healthy, equitable workplace. Algorithm and app-based product. Currently advisor and investor role; SiiMee is in trials at Cedars Sinai.

Atlanta, Georgia, United States

Sold to private equity firm.

Sarasota County, Florida

Co-Founder and Partner at FourThought Private Wealth, a company with over $2 billion in assets on which it oversees and provides advice. FourThought is a continuation of Pinkerton, Harkins, and Mehserle but is a Register Investment Advisor directly regulated by the Securities and Exchange Commission. As such, the firm is legally required to operate in the best interests of the client. The firm was consistently ranked in Barron's, Financial Times, and Forbes. Ownership in firm sold in 2020.

United States

President and co-founder of Khraze, a full service new media marketing company. Responsibilities included compiling, directing, producing, and implementing custom new media strategies for clients. Each strategy was customized for a client based on their goals, business model, and competitive landscape. Projects often included a variety of new media marketing techniques including re-branding, website development, inbound marketing, traditional marketing, tradeshow marketing, email marketing, inbound sales funnel development, storefront marketing, social media marketing, sales process development, targeted messaging, and marketing material creation.• Strategically designed and developed an e-Commerce site and marketing program for Guardian Caps, resulting in a 647% increase in sales, and the product being used in Division I college programs like Clemson University and the University of Texas. • Led the marketing program for a niche technology company focused on transit. Efforts included trade show strategy, branding, traditional marketing, and new media marketing. The results have been an increase of 1000% in new qualified leads.

President and co-founder of theExpressionary.com, a website that marketed and sold The Expressionary, a unique personalized gift. The company’s goal was to enable individuals to express themselves like never before. The Expressionary, coined “The Definition of a Gift,” was created through a successful private venture capital raise.

Corporate internal consultant tasked with rapid immersion into an ongoing problem to offer unique recommendations for correction. Experience in financial modeling, large project venture assessment, technical business evaluation, process engineering, and benchmarking. Work involved technical and financial evaluation of emerging and disruptive technologies for implementation into existing business and technology platforms. Projects included:• Continual analysis of the financial, legal, and technical ramifications of various technologies to recommend a company stance on technologies• Co-developed a Corporate Refining Program expected to return a minimum of $10MM.• Conducted a technical assessment and financial forecast for a new process which was essential for project adoption by the board of directors. Expected project NPV is greater than $170MM.• Project lead on several compliance issues with direct savings of $500M.• Created numerous benchmarking documents focused on greater uniformity in quality control and capital purchasing.

Financial Planning And Services

Financial Planning And Services

Bachelor Of Science - Bs, Chemical And Biomolecular Engineering

Education record