San Francisco Bay Area
Bill Gordon, CDFA®
Senior Wealth Advisor
Bill is a Senior Wealth Advisor with Cypress Wealth Services, based in Silicon Valley in the San Francisco Bay Area, California. Bill launched his career in the financial services industry in 2002 through his real estate investment business. Recognizing the potential for real estate to build wealth, he began teaching others how to achieve financial independence through strategic investing. Driven by his commitment to helping individuals reach their financial goals, Bill transitioned to wealth management in 2018, where he continues to guide clients toward long-term financial success. Having experienced the financial impact of his parents' divorce, Bill earned his CDFA® (Certified Divorce Financial Analyst) certification to help clients navigate the complex financial and emotional decisions that often arise during the divorce process. Bill graduated from UC Berkeley with a degree in Political Economy of Industrialized Societies (P.E.I.S.) and a minor in French. He enjoys hiking and backpacking in the Sierras, kiteboarding, and is an active member and officer in Toastmasters. Above all, Bill loves spending time with his wife, Tracey, their two adult children, and the family’s two Havanese dogs, Roxy and Lulu.
What are 3 words people use to describe you?
Sincere. Enthusiastic. Reliable.
What is the best advice you have ever been given?
My grandpa always used to say of any advice I received, “consider the source.”
Diversification really does matter!
I love getting to really know our clients, what is important to them, their goals, dreams, and worries, and working closely with them to reduce financial stress and support achieving their dreams through stewardship of their wealth and legacy.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
