Bill Altavilla
Principal/Financial Advisor at CAPTRUST | Greater Sacramento
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Principal/Financial Advisor at CAPTRUST in March 2021 to Present
Partner/Wealth Management Advisor at Pacific Investment Consultants in December 2015 to February 2021
President at Green Oak Wealth Management in May 1997 to December 2015
EVP Mktg and Corporate Controller at Lexington Capital Management in January 1987 to January 1997
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UC Santa Barbara, BA, January 1976 to January 1980
National University, MA, January 1985 to January 1986
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Investments
Estate Planning
Wealth Management
Retirement
Retirement Planning
Asset Allocation
401k
Mutual Funds
Investment Strategies
Tax
Fixed Annuities
Pensions
Wealth
Financial Advisory
Alternative Investments
Investment Management
Securities
Asset Management
Trusts
Estate Tax Planning
High Net Worth Individuals
Wealth Management Services
Retirement Plan Consulting
IRAs
Personal Finance
ETFs
Defined Benefit
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Discover more about CAPTRUSTWhat is Bill Altavilla email address?
Email Bill Altavilla at [email protected] and [email protected]. This email is the most updated Bill Altavilla's email found in 2026.
What is Bill Altavilla phone number?
Bill Altavilla phone number is +1.9169180300.
How to contact Bill Altavilla?
To contact Bill Altavilla send an email to [email protected] or [email protected]. If you want to call Bill Altavilla try calling on +1.9169180300.
What company does Bill Altavilla work for?
Bill Altavilla works for CAPTRUST
What is Bill Altavilla's role at CAPTRUST?
Bill Altavilla is Principal/Financial Advisor
What industry does Bill Altavilla work in?
Bill Altavilla works in the Financial Services industry.
Bill Altavilla Email Addresses
Bill Altavilla Phone Numbers
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