Associate Director
QUALIFICATIONS
- MBA, Brigham Young University
- Series 26 and 65 Securities Registrations
- Investment Advisor Representative
- Licensed in Health, Life and Long-Term Care Insurance
- Licensed CPA for the State of Utah
Biography
William Sefcik graduated with a bachelor’s degree from the University of Calgary in 1983, and received an MBA in 1985 from Brigham Young University. He then worked in various capacities as a manager and vice president with an auto parts company through 1995. At this time, Bill chose to start his own consulting firm, working for several companies, including Met Life, Honeywell, ING and Boeing until the year 2000.
In 2000, Bill established his own accounting firm, WJS & Associates CPA’s. He employs seven accountants, specializing in finance and tax reporting. They prepare a minimum of 300 tax returns per year and have approximately 300 private clients, as well as 120 corporate clients. Services vary from tax return preparation, bookkeeping services, as well as financial report compilations.
Bill expanded his services in 2012 to provide financial strategies and became an associate director as an investment advisor representative with Global View Capital Advisors. His focus has changed to helping fewer clients, but offering a much broader variety of services. This model has proven very successful to the company, as well as for the clients.
Meet the Team
Our financial advisors are guided by the fiduciary principle – making decisions based upon what is in the best interest of the client. We help you design, grow and protect your personal economy, helping provide you with the peace of mind you deserve. Browse through our advisor profiles to learn more about the various services and solutions we provide to individuals, families and business owners.
2,700
Happy Clients
230
Combined Experience
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Contact Information
Global View Capital Advisors
233 South Pleasant Grove Blvd., Suite 102
Pleasant Grove, UT 84062
investmentinfo@gvcaponline.com
Office: (801) 770-1290
Fax: (801) 770-1291
© 2024 Global View Capital Management, LTD (GVCM) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Dale Black is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov
Global View Capital Insurance, LTD (GVCI) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCI services offered through ASH Brokerage and PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126.262-650-1030. Dale Black is an Insurance Agent of GVCI.
