portrait of Bill Murray
FINANCIAL ADVISOR

Bill Murray

AAMS™
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Animal Rescue
  • Baseball
  • Football
  • Hiking
  • Social Responsibility

Team Members

  • Verna Wong Hsueh
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(714) 529-3288

Fax

(888) 449-5603

Office Address

259 S Randolph Avenue
Suite 100
Brea, CA 92821opens in a new window

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