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William B

CFP®, Series 63, Series 66

Folsom, CA

Focus Advisor Solutions, LLC

William Blanchette is a CFP® with 20 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior work includes roles at Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Financial Inc., Loring Ward Holdings, Inc., and Fidelity Brokerage Services LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, including model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and offers discretionary fixed-income management and retirement plan fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Income planning Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Executive
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