

Bill Hagerty, ChFC, CLTC, CLU Senior Instructor and Financial Planning Specialist Bill Hagerty is a seasoned professional dedicated to helping individuals and families achieve financial security and long-term success. With advanced credentials and exceptional teaching skills, he empowers people to understand and pursue their financial goals with confidence and clarity. His expertise lies in guiding others through strategies that align with their objectives, from building wealth and minimizing tax burdens to planning for a secure retirement. Bill’s engaging approach and commitment to education have earned him widespread respect and admiration.
2999 Douglas Blvd., Suite 300
Roseville, CA 95661
Phone: 916.774.6278
email: mmenorcal@mmeducators.org