Bill has been in the financial services industry his entire professional career. Bill attended Stonehill College where he received a B.A. in Economics. He then went on to continue his studies at Suffolk University where he received an MBA and a M.S. in Finance.
He started out in a family-owned insurance brokerage after graduating from college. He became interested in financial services technology and worked for a number of large financial services firms including Fidelity Investments and John Hancock.
As his career evolved, he became passionate about personal finance. He enrolled at Boston University’s Center for Professional Education to prepare for the CFP® Certification Exam. Bill became a Certified Financial Planner™ in 2014.
Bill has extensive experience in Financial Planning, Retirement Planning, Investments, Tax Strategy & guiding clients through complex financial situations.
Bill enjoys spending his free time golfing, at the beach, or relaxing at his family home on Cape Cod.