Bill Parente

Bill is a Wealth Advisor at Diversify. Bill has over 40 years experience in the industry and has built his career around a simple principle: meaningful financial guidance begins with understanding the people behind the wealth. His thoughtful, disciplined approach has earned the trust of generations of clients, with relationships that in some cases now extend across four generations of the same family.

A graduate of Cal Poly, San Luis Obispo, Bill earned his degree in Business Administration before continuing his professional education at the Wharton School of Business, where he attained the Certified Investment Consultant designation. This foundation, combined with decades of experience navigating changing markets and evolving financial landscapes, has shaped the perspective he brings to every client relationship.

Bill believes successful wealth planning should begin with a clear understanding of each client's goals, priorities, and vision for the future. He takes the time to listen, ask thoughtful questions, and understand what clients ultimately want their wealth to accomplish. From there, he develops comprehensive, goals-based strategies tailored to their individual circumstances—bringing together investment planning and long-term wealth management in a cohesive approach.

For Bill, the most rewarding aspect of his work is the lasting relationships he has developed with clients and their families. Guiding multiple generations has given him a unique appreciation for the role thoughtful planning can play not only in building and preserving wealth, but also in helping families prepare for the future and create a meaningful legacy.

That multigenerational perspective is also reflected in Bill's own practice. He has partnered with his eldest daughter, Lauren, bringing together decades of experience with a shared commitment to personalized service and thoughtful advice. As a team, they are dedicated to helping individuals and families make informed financial decisions and pursue the goals that matter most to them.

Bill lives in Santa Rosa with his wife, Janet, and their dogs. Family remains an important part of his life, and he enjoys spending time with his children and grandchildren, all of whom live nearby. Away from the office, Bill enjoys pickleball, golf, traveling, and experiencing the many pleasures of wine country.

After more than 40 years in wealth management, Bill's focus remains unchanged: to be a trusted resource for his clients, provide thoughtful guidance through every stage of life, and build relationships that endure from one generation to the next.