Bill Caton

Bill serves as a Wealth Advisor at Everest Wealth Advisors, a wealth services firm that helps individuals and families navigate complex financial decisions through personalized, goals-based planning and disciplined investment strategies.

Bill specializes in financial planning and retirement strategy, working closely with individuals and families to develop structured plans designed to support long-term financial independence. His approach emphasizes clarity, thoughtful decision-making, and disciplined planning aligned with each client’s unique goals.

Bill graduated from the University of Colorado (Boulder) with a degree in Organizational Behavior and a minor in Finance. In 2004, he earned the Certified Retirement Planning Counselor (CRPC?) designation. He has accumulated more than 21 years of experience in the financial services industry.

Bill is passionate about the personal connections he forms with clients. He takes the time to understand each client’s circumstances and long-term objectives, and he is motivated by the opportunity to guide clients toward structured retirement strategies built on honesty, loyalty, and integrity. He strives to serve as a trusted partner throughout each stage of the financial planning journey.

Outside of work, Bill draws inspiration from his wife, Reva, their three children, and their grandchildren. Together, they enjoy traveling and spending quality time hiking and exploring the outdoors in Centennial, Colorado, where Bill resides.