William Basel, CFP^®, ChFC^®

William Basel has over a decade of financial services experience. He advises clients on executive and employer benefits, financial planning, and risk management. He currently holds the Series 7, 66 and the California Life & Health Insurance License. His professional designations include Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC). Born in Berlin, Will is fluent in English, German, and Russian. Hiking is a passion for Will, who can be found exploring mountainous regions with his wife Gali, and daughter Ella.

Most recently in 2025, William was recognized by Forbes as America's Top Financial Security Professionals.