BILL PEARTREE

Bill currently serves as Director of the Retirement and Wealth Management Services Division of Barney & Barney. He is a graduate of the University of Nebraska, Lincoln, with a B.S.B.A. in finance. He began his financial services career in 1988 with IDS/American Express, and in 1990 founded Corporate Benefits Solutions, a firm dedicated to developing and servicing qualified and non-qualified Retirement Plans before coming on to Barney & Barney in 2002.

William is an Accredited Pension Representative (APR) through the National Institute of Pension Administrators, and an active member of the  American Society of Pension Actuaries (ASPA), Employee Benefits Institute of America, as well as the profit Sharing/401K Council of America (PSCA). In addition, he is a Registered Investment Advisor, and holds Series 7, 63, and 65 licenses through the National Association of Securities Dealers (NASD) and a Life & Variable contract license with the California Department of Insurance.