We’re excited to welcome all First Foundation Bank customers to Sunflower Bank’s accounts and services. Please access online banking portals through the Login box. For helpful information, please visit SunflowerBank.com/MergerUpdates.
William Pierrepont, CFP®, CAIA®
Wealth Management Advisor
William Pierrepont serves as a dedicated Wealth Advisor at FirstSun Advisors, where he focuses on providing exemplary client service and advancing business development. With a deep commitment to wealth planning and portfolio management, William combines expertise with a personal touch to guide clients towards financial success.
Holding professional designations as a Licensed California Investment Advisor Representative and Insurance Agent, William is actively pursuing further certifications as a Certified Financial Planner (CFP®) and Chartered Alternative Investment Analyst (CAIA®).
With a background in business development and life insurance, William values building relationships while educating others on financial literacy. He is based in Westwood and focuses on estate and tax planning for clients across the Los Angeles area.
Outside of work, William finds joy in playing tennis, indulging in books, and spending time with his family. Engaged in the community, he is a member of the University of Miami Alumni Association and Westwood Presbyterian Church.
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.