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Bill Black, CLU®, ChFC®, CExP


Bill Black, CLU®, ChFC®, CExP

(714) 704-4828

Professional Experience

Bill Black is a professional advisor at BarthCalderon LLP.

“After devoting decades to the success of their businesses, many owners start thinking about a change five years out. Some see retirement freedom; others want to start again with a new idea. We frame these impulses in terms of succession, exit, and transition (SET) strategies that can help transform the dream into an effective plan and escape the frustration of perma-five.”

Bill is a featured speaker locally and nationally for industry organizations. He is an instructor for several programs on advanced market topics for agents and brokers, and he conducts continuing education programs for CPAs, attorneys, and financial professionals. These include “How to develop a 3-10 Year Business Succession, Exit & Transition (SET) Plan” and “Motivating & Retaining Key Employees to Increase the Value of Your Business.”

He is active in the Orange Coast Estate Planning Council and Olive Crest Home for Abused Children and serves as a Trustee of the Christian Business Men’s Committee.


  • Certified Life Underwriter
  • Chartered Financial Consultant
  • Certified Exit Planner (Exit & Retirement Strategies, Inc.)
  • CA Insurance Lic. #0652621