meet the team

William Gonzales

Meet William Gonzales, Wealth Strategist

William Gonzales is a financial advisor living and working out of Indianapolis, IN. Born in New York, NY and raised in Colorado by his single mother, William Gonzales developed a nurturing heart and compassionate work ethic.

Approaching 10 years of industry experience, William started as an Insurance advisor in 2013 and by 2015 he started teaching strategies to optimize social security income for individuals and couples. He continued his growth by becoming a registered Investment Advisor Representative in 2018, utilizing institutional money management to provide a full spectrum of guidance and options. His goal is to help families have the necessary information to make the right financial decision. His passions are his family, nature, sports, and truly enjoys helping people.

davis oliver
  • Series 65 Investment Advisory Representative
  • Licensed Life Insurance and Annuity Independent Agent
  • CRD# 6603051
  • NPN# 17066140
    • Arizona: Uses NPN
    • Colorado: 433043
    • Illinois: Uses NPN
    • Indiana: 3849858
    • South Carolina: Uses NPN
    • Wyoming: 415904

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