William Roland, the founding partner at Clearview Wealth Partners, has been providing clients with financial advice since 1988 when he started his career at MetLife. In 1992, William joined Lincoln Financial Advisors with the desire to help business owners, professionals, and executives meet their financial goals. William, along with long-time business partner James Westermeyer founded Clearview Wealth Partners in 2021 and now utilizes LPL Financial as their broker-dealer.
William specializes in working with privately held business owners to develop a comprehensive plan fully integrating the client’s business succession strategy, wealth management, and estate plan. William also specializes in pension and 401(k) design and administration.
His years of experience have taught him that helping his clients develop a team of advisors from planning, legal, accounting, investment, and insurance is integral to providing them with the best strategies and implementation.
William has been helping clients achieve their business succession and wealth management objectives for over 30 years in the San Francisco Bay Area. William is a Million Dollar Round Table qualifier – with “Top of the Table” status (ranking him in the top one-half of one percent of all financial professionals in the industry). William was born and raised in Michigan and
attended Western Michigan University, studying business, finance, and German language studies.
