Bill Condon is a wealth management financial advisor based in Costa Mesa, CA.
Bill is a regional director and senior vice president at CAPTRUST. His primary responsibility is working with high-net-worth clients to help them achieve their financial goals.
Having worked at various firms, including AllianceBernstein, Washington Mutual, BlackRock, and Churchill Management Group, Bill strives to ensure that his clients’ financial planning needs are met through a clear portfolio management process.
Bill earned his Bachelor of Science degree in finance from Saint Anselm College. He is both an Accredited Investment Fiduciary® and a Chartered Retirement Planning Counselor.
Bill lives in Laguna Beach, CA with his wife and daughter. He is an avid guitarist, a Major League Baseball fan (Go Mets!), as well as an English Premier League Soccer fan (Go Liverpool!).
Education
- Bill earned his Bachelor of Science degree in finance from Saint Anselm College.
Industry Designations
- Accredited Investment Fiduciary®
- Chartered Retirement Planning Counselorâ„