Bill Bockwoldt

Managing Director, Bay Area Office Lead

Wealthspire

San Rafael, California

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Source review2026-09-16

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Published profile

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.

Business ownersFinancial planningRetirement planningRisk management