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William David Altavilla, AIF®

William David Altavilla, AIF®

Principal

Financial Advisors

William Altavilla is an institutional retirement plan and wealth management financial advisor based in Folsom, CA.

Bill joined CAPTRUST in 2021 from Pacific Investment Consultants—an independent advisory firm—where he was a partner, a wealth management advisor, and a member of the Retirement Plan Advisory Program. With over 30 years of experience, he specializes in providing business and investment planning to corporate retirement plans, foundations, and high-net-worth individuals.

Prior to Pacific Investment Consultants, Bill was managing partner of Green Oak Consulting Group where he managed and administered charitable remainder trust and charitable gift annuity programs. Before that, he was an executive vice president and corporate controller of Lexington Capital Management. Bill holds a Bachelor of Arts degree in business economics with an emphasis in accounting from the University of California at Santa Barbara and a Master of Business Administration degree from National University. Bill has also completed the course of study for Certified Financial Planning from the College of Financial Planning.

Away from the office, Bill enjoys spending time with his wife and three children. He is involved in the community by volunteering as a board member of the Sacramento Society for the Prevention of Cruelty to Animals.

Education

  • Bachelor of Arts degree in business economics with an emphasis in accounting from the University of California at Santa Barbara
  • Master of Business Administration degree in business administration from National University

Industry Designations

  • Accredited Investment Fiduciary

Memberships

  • Board Member—Sacramento Society for the Prevention of Cruelty to Animals
  • Member—Sacramento Estate Planning Council
  • Member—Sacramento Region Community Foundation Philanthropic Advisor’s Forum Advisory Committee
  • Member—El Dorado Community Foundation Planned Giving Committee
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