PUBLIC-SOURCE PROFILE
Bill Bockwoldt
Managing Director, Bay Area Office Lead
Wealthspire ↗
San Rafael, California
BACKGROUND & PLANNING FOCUS
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Bill Bockwoldt leads Wealthspire’s Bay Area offices while advising clients on financial and retirement planning. A former technology entrepreneur and experienced real estate investor, he understands the personal demands of business ownership. His planning interests include risk management and sustainability, supported by business, engineering and exit-planning qualifications.
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
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