William M. DiCristofaro, CFP®, AIF®, CEPA®, MBA

William DiCristofaro is a veteran of the financial services industry with 35 years of experience in delivering results. His approach integrates individual financial planning, wealth management and institutional plan solutions.  He continuously strives to improve the financial well-being of our clients by navigating the complexities of their finances, simplifying their lives, and helping them achieve their goals.

Bill graduated from Assumption College with a Bachelor of Arts in Management, and later earned his Masters of Business Administration in Finance from the University of Connecticut. He holds his FINRA Series 7,63,65 24 and 53 securities registrations.  A retired Lieutenant Colonel of the Connecticut Army National Guard, Bill is a dedicated resident of the community, and is always looking for new ways to give back and stay involved.  He currently serves as a chairman of the Board of Finance in East Haddam, Connecticut, the town in which he resides with his wife, Kathlyn, and their two children.