William Demar Cfp® Email & Phone Number

William (Bill) DeMar is a Senior Director at Choreo, LLC, a registered investment adviser serving affluent families and business owners. Prior to recently joining Choreo, Bill served as Principal and Co-founder of EnsoWealth Management LLC. He has been responsible for many aspects of building and growing an RIA firm, including serving as Enso’s Chief Investment Officer. Mr. DeMar also provides advisory services to accredited investors and high-net-worth individuals, often assuming the role of a family’s de facto Chief Financial Officer. Mr. DeMar focuses his business on servicing clients that have built their wealth in real estate, entrepreneurial executives, and business owners, serving as a fiduciary and trusted advisor to those families. He employs curated strategies to assist those clients and has developed relationships with sponsors, developers, operators, and fund managers that provide investment vehicles to high-net-worth individuals and multifamily offices. Bill has been involved in the securities industry since 2002. He earned a degree in Political Science with a minor in History from UC Riverside and he holds a CFP® Designation, his Series 66, and Insurance License. Outside of the office, Bill is an avid cook who enjoys food, wine, being in the outdoors, hunting, fishing, and almost anything athletic. To contribute to his community, he enjoys coaching youth sports and being involved in the activities his kids participate in. Bill is happiest when he is sharing his clients’ successes and spending time with his wife and two sons.ful·fill·ment1. a feeling of happiness because you are doing what you intended to do in life