Will found his passion in this career while he was interning at Citrus Wealth back in 2019. He attended University of San Diego where he earned a Bachelor’s degree in Finance. After graduating from the University of San Diego, he briefly worked as a research analyst for a Mergers & Acquisition ...more

Will found his passion in this career while he was interning at Citrus Wealth back in 2019. He attended University of San Diego where he earned a Bachelor’s degree in Finance. After graduating from the University of San Diego, he briefly worked as a research analyst for a Mergers & Acquisition company in Newport Beach, CA. Will officially joined Citrus Wealth in 2022 where he learned the necessities of operating a wealth management firm. He will work closely with myself to provide the best possible service and engagement with our Citrus Wealth family.less