Bill Wilson

IFW Financial Professional Bill Wilson IFW Financial Professional Bill Wilson

William (Bill) Wilson celebrates his 40th year doing business in the Financial Service Industry. Mr. Wilson is President and Founder of Wilson Financial Group, Inc. Mr. Wilson is also an Investment Advisor Representative Solicitor and has a business relationship with Eddie Patel Inc., an independently owned, Registered Investment Advisory Firm (RIA), whose goal is to restore investor trust and confidence in the financial system, through the creation of client relationships, based on full fiduciary disclosure and transparency of action.

As an advisor, Bill believes that whether an individual is a “do-it-yourselfer” or has a financial advisor, their money is simply too important to NOT take the time to see if there are better ways to accomplish their financial goals.

Bill is a member of the National Ethics Association, a member of the Business Consumer Alliance in CA and the Better Business Bureau. His business ethics have earned him an AAA rating with Business Consumer Alliance and an A+ rating with the Better Business Bureau, the highest in BBB’s ratings.

Prior to becoming a financial advisor, Bill served as a member of the United States Army Parachute Team “The Golden Knights” stationed in Fort Bragg, NC.


  • Investment Advisor Representative Solicitor
  • Registered Representative
  • Insurance Representative
  • BBB A+ Accreditation
  • NEA Registered


  • Estate Planning
  • Retirement Planning
  • Asset Management
  • Risk Management
  • Long Term Care

Bill Wilson

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