I work with you on a personal level to determine the best solutions for your unique needs, then leverage my seasoned expertise to achieve the best possible results.
I am your trusted partner in success. I offer a full range of professional services at a fair price to give you the individual attention that you deserve.
Rest assured that when a need arises, I am ready and capable to handle everything for you so you can focus on what matters most to you.
About Willis Financial Services
Willis Financial Services was founded in 2010 by Steven Willis. Steve is a CPA (Certified Public Accountant), a CFP (Certified Financial Planner) and a PFS (Personal Financial Specialist) with over 20 years experience assisting clients with a wide variety of financial issues. From those just starting out to those in retirement, from those with simple to complex tax issues, clients find a customized approach to meeting their unique and specific questions.
Willis Financial Services was created to provide a comprehensive financial management firm for people who need the benefits of combined investment, insurance, financial planning and tax assistance all under one roof. The coordinated solution to the acheivement to your financial goals.
Willis Financial Services was selected as a Five Star Wealth Manager in the San Francisco East Bay Area. Five Star Professional and Diablo Magazine partnered to develop the list of wealth managers that provide exceptional service, integrity, value and overall satisfaction.
Steve is married to Katie and has three wonderful children. He currently serves as Treasurer to NorthCreek Church.