The CSI Team

Bill C. Hageboeck, CFP®
Managing Director
Wealth Manager

Wealth Management

Bill C. Hageboeck, Managing Director, is a graduate of the University of Colorado (B.S. Finance). Mr. Hageboeck is a member of CSI's investment committee. Mr. Hageboeck is a CFP® professional (CERTIFIED FINANCIAL PLANNER^TM), and for three years (2005-2007) sat on the board of the Financial Planning Association of San Francisco. Mr. Hageboeck has also passed the Series 65 Investment Advisor Law Exam. Prior to joining CSI, Mr. Hageboeck worked for Main Management LLC., a San Francisco high net-worth money management firm, and began his investment career with Piper Jaffray in 1993. He specializes in high-net worth investment management and financial planning.