As a Financial Planner, William services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, William can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority."

Qualifications

• Licensed to sell Life, Accident, and Health Insurance

• Holds Series 7 and 66 Securities Registration

• Graduated Tulane University with a BA in Homeland Security

Personal

• Currently resides in Norwalk, CT

• In his free time he enjoys traveling, fine dining, and cooking with his girlfriend

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY