William E. Griffith, ChFC® AEP® RICP® AIF®

William E. Griffith, ChFC® AEP® RICP® AIF®

Financial Advisor / Partner


  • Entered Financial Services in 1977. 
  • I work with small to medium sized businesses and their executives in the areas of retirement plans, executive benefits and succession planning.


  • BA, Business Administration, Finance, Fresno State University
  • FINRA Series, 1, 7, 24, 51, 63 & 65 securities registrations
  • CA Insurance License 0535291
  • Chartered Financial Consultant
  • Retirement Income Certified Professional 
  • Accredited Estate Planner
  • Accredited Investment Fiduciary


  • Former Board Chair - United Way
  • Member of the Fig Garden Rotary Club
  • Member, Business Advisory Council, Fresno State Craig School of Business


  • Spending time with my family: wife, Elvera, three children & four grandchildren
  • Member of Fort Washington Country Club
  • Relaxing on the Central Coast

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Phone 559-650-2650
Fax 866-866-6589