Meet William
William Bryan has been in financial services for more than two decades. He spent over twenty years at Capital Group/American Funds before advising clients directly, and in 2013 he founded WHB Financial, short for Wealth, Health & Business.
Today he works with established families, executives, and business owners who are serious about the long term. As a Certified Plan Fiduciary Adviser, he also helps business owners with their company retirement plans, so personal wealth and business decisions get planned together.
He's also a neighbor. William finished high school in Rancho Cucamonga, captained the Cal State Fullerton football team, and has served on the board of the National College Resources Foundation since 2009.
Investment planning built around your goals, time horizon, and tax picture, including estate, philanthropic, and concentrated-stock strategies. When your situation calls for it, LPL's advanced planning specialists work alongside William.
A strong portfolio can still be undone by an illness, a lawsuit, or an unplanned gap in coverage. William reviews your insurance, asset preservation, and incapacity planning so one setback doesn't become a setback for your family.
For owners, wealth and business are rarely separate conversations. William helps companies build and oversee workplace retirement plans that serve both the owner and the team, and plans for what comes next: succession, liquidity, and buy/sell strategy.
Fiduciary
Your best interests come first—always. As fiduciaries in advisory relationships, we’re committed to making decisions that benefit you, not us.
No Hidden Fees
Years of experience have prepared us to guide you through your life transitions.
Our Values
With over 30 years of combined experience in wealth management, business growth, and insurance, we provide a comprehensive approach to work towards securing your future.