William Pierrepont serves as a dedicated Wealth Advisor at First Foundation, where he focuses on providing exemplary client service and advancing business development. With a deep commitment to wealth planning and portfolio management, William combines expertise with a personal touch to guide clients towards financial success. As a reliable resource for clients, William's official title reflects his unwavering dedication to being a trusted partner in his clients' financial well-being.
Holding professional designations as a Licensed California Investment Advisor Representative and Insurance Agent, William is actively pursuing further certifications as a Certified Financial Planner (CFP®) and Chartered Alternative Investment Analyst (CAIA). With a background in business development and life insurance, William takes pride in his current career trajectory and values building relationships while educating others on financial literacy. Based in Westwood and focusing on Los Angeles, his special emphasis at First Foundation lies in estate and tax planning.
Outside of work, William finds joy in playing tennis, indulging in books, and spending time with his family. Engaged in the community, he is a member of the University of Miami Alumni Association and Westwood Presbyterian Church.
William.Pierrepont@FirstSunAdvisors.com
Phone: (949) 732-6330
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if First Foundation Advisors is engaged, or continues to be engaged, to provide investment advisory services.