Billie brings a thoughtful and flexible approach when it comes to financial planning and investment
management. He believes in creating financial plans and investment strategies that are adaptable to
clients’ ever changing needs.
Billie resides in Oceanside with his wife Sarah, daughter Fallon, son Cohen and
two dogs. Outside of work you can find him at the beach with his family, surfing, or golfing.
Credentials
- BS Degree in Business Administration and Finance, Pt. Loma Nazarene University
- Certified Financial Planner practitioner CFP® — Pepperdine University
- Investment Advisor Representative – Financial Focus LLC
- Insurance Licensed - Insurance and Annuities – CA Insurance License #0H78311
- Registered Representative and Principal – Osaic Wealth, Inc.
