Oct 15, 2025 From Navy Pilot to Wealth Planner: Bill Boggs Joins TSG Wealth Management
TSG Wealth Management is proud to announce that William (Bill) Boggs, CFP®, CEPA, has joined the practice as the newest Managing Director. With over two decades of experience as a wealth planner, Bill brings a disciplined approach and a passion for educating clients to take control of their financial lives.
After retiring as a Naval Pilot, Bill pursued a career in wealth planning in 2005, earning his CERTIFIED FINANCIAL PLANNER® certification in 2008. Throughout his career, he has helped clients navigate complex financial decisions, develop long-term investment strategies, and build lasting wealth—all while empowering them to make informed choices and avoid common financial pitfalls.
“I am thrilled to join a practice that shares my commitment to client education and long-term financial success,” said Bill. “TSG’s culture of professionalism, collaboration, and family resonates deeply with me. I look forward to helping clients take control of their wealth and build lasting legacies.”
At TSG, Bill joins a practice known for its personalized approach to wealth management. From investment and retirement strategies to estate and business advisory, TSG tailors solutions to each client’s unique goals and circumstances. Their collaborative “by advisors, for advisors” philosophy helps ensure that clients benefit from the full depth of expertise across the practice.
Mark Schulten, CFP®, Managing Partner at TSG Wealth Management, welcomed Bill, saying, “Bill’s extensive experience and dedication to client success will strengthen our ability to deliver tailored wealth solutions. His disciplined approach and background in service align perfectly with TSG’s mission of putting clients first.”
Bill shares TSG’s commitment to giving back through philanthropy, serving as founding Board Member and Board Chair of Support The Enlisted Project (STEP), which improves financial wellness for young military members and veterans. His work aligns with TSG Gives, highlighting how advisors can extend their impact beyond the office.
“We are excited to welcome Bill to our practice,” added Allen Schreiber, MBA, Partner. “His passion for helping clients make informed decisions and his dedication to community service perfectly reflect TSG’s values. Bill’s expertise and community focus will be invaluable in supporting clients and our broader mission to give back.”
A longtime San Diego resident, Bill has lived across the U.S. and abroad, giving him a broad perspective on diverse wealth planning needs. He holds Series 7, 24, and 66 registrations, a California Life License, and a Bachelor’s degree in Business Administration (BBA) from the University of San Diego.
Brian Borst, CEO of TSG Wealth Management, emphasized Bill’s unique impact: “At TSG, we strive to create a collaborative environment where advisors can thrive. Bill brings a unique perspective from both his military and wealth planning careers, and his dedication to continuous learning, client education, and community service makes him an excellent fit for our practice. We’re excited to see the difference he will make for our clients and the communities we serve.”
Please join us in welcoming William (Bill) Boggs to TSG Wealth Management. Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.
If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.