Meet Bill Van Cleve

I am a fully independent financial planner for individuals and families. I built Slipstream for anyone looking for a long-term financial partner and fiduciary to help them think through life’s big money decisions. I do financial planning for all of life but especially enjoy helping young professionals and families.

Prior to Slipstream, I studied economics at Princeton University before spending the first part of my career at J.P. Morgan, where I helped businesses and governments raise money to expand and build infrastructure. After years at one of the biggest financial institutions in the world, I wanted to build something smaller (much smaller!) in order to deliver truly personalized and independent advice.

Outside of work, you can find me doing any of the following:

• Staying active (mostly running but also biking / swimming / lifting / hiking / tennis depending on current mood)

• Reading (and writing long reviews on Goodreads in an attempt to remember anything about what I read)

• Hanging out with Mrs. Slipstream and Slipstream Jr. at the park/playground

• On the couch watching bike races (i.e. the Tour de France but all year round — and cycling inspired the name Slipstream!)

I’m based in San Francisco, CA and serve clients virtually across the U.S.