Bill Bomar

Operations Manager

Industry Experience

Bill has been working in the financial services industry since 2005, joining Alpha Wealth Management and Planning in 2016 as an Operations Manager. Combining industry knowledge with his strong analytical skills and experience as an advisor, Bill is a vital resource to our clients and our firm. If it has to do with investment research, compliance-related details, or financial planning, Bill is our go-to.

Community

Bill is active in his daughters' schools and spent years on the PTA board throughout their elementary school years. Outside of his commitment to his human-based community, he and his family are animal lovers and have a long history of adopting pets from the local shelters.

Interests

Bill has lived in Sonoma County since 1991. In his free time, he can be found golfing, camping, and spending time with his family. Bill's interests include guitar, gaming with his daughters, Taekwondo, and cooking. We also consider Bill our in-house movie aficionado.

Qualifications

  • Bachelor of Science in Business Management
  • Series 7 General Securities NYSE/FINRA¬†(held with LPL Financial)
  • Series 66 Uniform Combined State Law (held with LPL Financial)
  • Life Agent CA License No. 0F14782
Phone (707) 524-7523