William Edelson

JD*, CFP®, ChFC®, CLU®, RICP®
  • Financial Planner
  • Financial Services Executive
  • Investment Advisor Representative

My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement planning/ strategies, insurance protection, investment management, education funding, and estate conservation strategies.
I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs and other solutions.
Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.

About Bill

Qualifications

  • Over 26 years of experience in the Financial Services Industry
  • Holds the Series 6,7, and 63 Securities Licenses
  • Licensed to sell Life, Accident, and Health Insurance
  • A lifelong learner, Bill earned his Juris Doctor from Brooklyn Law School, as well as the CFP®, ChFC®, CLU®, and RICP® industry designations
  • Recognized as a Five Star Wealth Manager by Westchester Magazine in years 2013-2020

Personal

  • Resides in Briarcliff, NY with his beautiful wife Cindy
  • In his spare time, Bill enjoys reading, classical music, weightlifting, and chess

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY. (www.SIPC.org) 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000 *Licensed but not practicing.

Check the background of this investment professional on FINRA’s BrokerCheck

william edelson

William Edelson

JD*, CFP®, ChFC®, CLU®, RICP®