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 16 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 issues.
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 as well as to the Walnut Creek Half Marathon a non-profit race promoting high school athletics and Safe Families Northern California a crisis prevention non-profit.