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William Matz is a seasoned attorney with 42 years of experience in tax, real estate, and mortgage matters, with expertise in strategic financial planning, civil litigation, and public speaking. He has held various leadership positions, including President of the Military Officers Association of America and the Collaborative Council of the Redwood Empire.

Experience

    • Tax and real estate attorney
      • Dec 1981 - Present
      • Windsor, CA

      Practice focused on tax, real estate, and mortgage mattersEMAIL: [email protected]: (707)837-2164

  • Platinum Mortgage Advisors
    • 509 7th Street, Suite 200, Santa Rosa, CA
    • Mortgage Broker
      • Jan 2011 - Present
      • 509 7th Street, Suite 200, Santa Rosa, CA

      Coordinating borrower real estate financing with their financial plans.EMAIL: [email protected]: (707)837-2161

  • William P. Matz
    • Windsor, CA
    • Expert Witness in Real Estate Finance
      • Mar 1997 - Present
      • Windsor, CA

      Advising attorneys and their clients on mortgage industry customs, standards, and practices

    • President
      • Jan 2019 - Present
      • Redwood Empire Chapter

      Overall chapter health, membership, and programs and activities

    • Education & Training Committee
      • 2005 - Present

      Selecting, facilitating, and/or presenting legal continuing education programs on substantive and procedural topics related to alternative dispute resolution.

    • (past - President, Membership,Growth Coordinator, Education Coordinator, Mentor Coordinator)
      • Mar 2006 - Nov 2018
      • Santa Rosa, CA

      Led chapter to a 60% growth in members and 75% growth in closed business. Consistently led chapter in referrals and closed business from referrals.

    • President
      • Aug 1996 - Dec 2010

      Integrating real estate finance into financial planning

    • Vice President, General Counsel
      • Aug 1986 - Aug 1991

      Oversaw financial and legal matters for multimillion dollar homebuilding and development company that built nearly one thousand units.

  • U.S. Navy
    • various
    • officer
      • Jun 1967 - Jun 1981
      • various

      Service on multiple ships, then flight school and service with Navy Air squadron, final shore duty managing production of command and control software for aircraft carriers. Viet Nam veteran.

Education

  • 1981 - 1982
    University of San Diego School of Law
    LL.M., Taxation Law
  • 1977 - 1981
    University of San Diego School of Law
    J.D., Law
  • 1967 - 1971
    United States Naval Academy
    B.S., Latin American Studies, Engineering

Suggested Services

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Industry Focus. “Law Practice”

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