William P. D’Angelo has been an influential figure in the financial services industry since 2008, combining expertise with a client-centric approach to redefine financial planning and wealth management. A proud graduate of Rutgers University with a Bachelor’s in Economics and History, William holds the prestigious designation of Life Underwriter Training Council Fellow.

With a focus on Investment Management Strategies, Estate Planning, Retirement Solutions, Benefit Design for Business Owners, and Business Succession Planning, William empowers his clients by bridging their qualitative aspirations with data-driven, quantitative solutions. His innovative approach integrates workplace benefits with personal savings, delivering a holistic financial strategy tailored to meet each client's unique needs. Leveraging cutting-edge technology, he transforms the often-overwhelming financial landscape into a clear and actionable path for success.

William is comprehensively licensed across multiple states, holding Life and Health Insurance credentials in NY, NJ, FL, and NC, as well as Securities and Property and Casualty licenses in NY, NJ, FL, CA, TX, and NC. He is a Registered Representative and Investment Adviser Representative.