Will Tatis

Financial Advisor

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Experience financial resources directed by your values and toward your goals.

Check the background of this investment professional on FINRA’s BrokerCheck.

Will Tatis

Financial Advisor

Handshake

Experience financial resources directed by your values and toward your goals.

About

Drawing upon his prior experience in accounting, Will is a financial advisor at North Star’s San Diego office. He enjoys working with small business owners, tech workers, teachers, and blue-collar professionals as they pursue their wealth objectives, and he approaches each financial planning relationship with a sense of responsibility and commitment to growth for his clients.

Will is a native of the Silicon Valley region of CA. He is a graduate of the University of California, Santa Barbara, and upon his graduation and subsequent relocation to San Diego, he began his career as an accountant. Through this experience, Will grew his passion for the intricacies of finance.

Later, driven by a desire to work more closely with clients on their wealth-building journey, Will transitioned to the role of financial advisor. Here, he focuses on providing clear, tailored, and communication-driven financial strategies for his clients, with whom he prioritizes establishing lifelong relationships.

In his free time, Will enjoys cooking, camping, hiking, and playing card games.

Services

Will’s services are designed to work together as part of a comprehensive strategy. By addressing growth, protection, tax efficiency, and long-term planning in one place, clients can make more confident decisions and build a structured, adaptable plan over time.

  • Comprehensive fee-based financial planning
  • Wealth management
  • Education funding
  • Risk management
  • Investment tax strategy

Team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Senior Vice President

Chloe Becker, REBC®
Chloe Becker, REBC®

Employee Benefits Account Manager

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Max Miller
Max Miller

Disability Insurance Consultant

Sean McTeague, CFP®
Sean McTeague, CFP®

Financial Planning Specialist

Steven Vacinek, CIMA®
Steven Vacinek, CIMA®

Director of Investments

Contact

    San Diego

    Ten Governor
    5075 Shoreham Pl, Suite 260
    San Diego, CA 92122

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    Registered representative of Cetera Wealth Services, LLC.

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