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William Arechiga, CFA®
Senior Managing Director, Wealth Management
William Arechiga, Chartered Financial Analyst (CFA®), is a Senior Managing Director at FirstSun Advisors, where he leverages a multidisciplinary background in investment management, private banking, and financial strategy to serve clients’ complex needs.
Before joining FirstSun Advisors, William held leadership positions with City National Bank's Private Bank in Los Angeles and Wells Fargo's Private Bank in Chicago, where he developed investment strategies and advised high-net-worth clients. Earlier in his career, he worked at a boutique investment bank focused on taxable municipal bonds and was selected for Well’s Fargo’s Investment Management Development Program.
William’s academic and professional achievements reflect a unique blend of financial and legal expertise. He earned his bachelor’s degree from the University of Southern California, attended New York Law School, and passed the bar examinations in both New York and New Jersey. He also earned an MBA from Southern Methodist University and passed all three levels of the Chartered Financial Analyst (CFA®) Program in an exceptional eighteen-month period.
Outside the office, William is dedicated to supporting animal welfare organizations, volunteers with local rescue groups, leads a book club, and enjoys competitive online chess.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.