William Buss

As President of He'e Nalu Investing, Inc. and a Certified Financial Planner, I help people and organizations develop, implement, and review plans to attain and sustain their financial desires. I am a fee based, fiduciary to my clients. All of my compensat

Investment Adviser in Woodland Hills, CA

About

My experience in the finance industry is over 30 years. This experience encompasses the best of times in financial markets and the worst of times in financial markets. I combine my experience with the skills I developed while attaining my M.B.A at the Anderson School of Management, University of California Los Angeles and becoming a Certified Financial Planner™, to create investment plans and portfolios that are in alignment with my clients’ financial goals, tolerance for risk, tax planning, current market conditions, and future market conditions. I seek total satisfaction as measured by my clients. Specialties: Financial planning, Portfolio analysis, Investment selection, Portfolio management, Tax planning, Estate planning, and Risk management

Contact
Click for phone number
(213) 220-0141
Address
21550 Oxnard St Flr 3 in Woodland Hills, CA 91367
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by ioweinie

Answered by William Buss
Investment Adviser in Woodland Hills, CA
The first step is prepare a financial plan to define your goals, your current financial picture, your comfort zone, and what risks to your current finances exist.
Financial Planning Investing & Retiring
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 65
License # CRD 1469402

Certifications

Certified Financial Planner

Background

Experience

President
President

Education

University California Los Angeles
Pepperdine University