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CERTIFIED FINANCIAL PLANNER™ professional
Bill graduated from Hofstra University’s Zarb School of Business with a degree in Finance. After graduating college, he knew he wanted to work on the retail side of finance helping consumers manage their hard-earned money. After identifying that a large portion of the American population would be retiring within the next 10 years and a large portion of financial advisors would be retiring with them, he felt the industry would be in dire need. He began his career with Barnum Financial Group an Office of MetLife in 2011 and obtained his CFP® designation in 2015.
Bill has fallen in love with this profession as an active member of the Financial Planning Association, FPA, and the Putnam County Estate Planning Council. He uses that knowledge to work with clients young and old to develop a financial plan to help pursue everything possible financially for the client.
In the financial planning process, he really enjoys portfolio design, tax modeling and creating an intelligent insurance solution that helps the client long term and seeks to keep their costs suppressed. Bill is responsible for implementing modern technology to enhance client service and expedite advice modeling for Rightirement Wealth Partners.
Bill resides in Stamford Connecticut with his fiancé Marie. Away from business bill enjoys weight lifting, cycling and classic cars.
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