• Home
  • Who We Are
    • The Barnum Difference

      We’re dedicated to your financial well-being and to helping you achieve your financial goals.

    • Executive Leadership

      Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.

    • In the Community

      We’re committed to making a difference in the communities in which we work and live.

    • Barnum Icon
      Our Representatives

      A complete list of every financial representative working with Barnum Financial Group

    • Awards and Recognition

      We’re proud to be recognized for our commitment to our clients and their financial success.

    • In the News

      Many national and local media outlets have leveraged our knowledge and thought leadership.

  • What We Offer
    • Investing for Your Future

      Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.

    • Minimizing Taxes

      Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.

    • Funding College Costs

      A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.

    • Workshops

      Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit

    • Group Benefit Programs

      Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.

    • Financial Wellness Programs

      We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.

    • All Products

      We have the knowledge and resources to assist you in every step of your financial journey.

    • Workshops

      Quisque vulputate velit magna, eget pellentesque tellus porttitor ac mauris velit

  • Resources
    • Insights

      Access our blog offering relevant, useful, and educational content.

    • On-line Learning Center

      Lorem ipsum dolor sit amet, consectetur adipisi cing elit, sed do eiusmod tempor incididunt ut abore et dolore magna

  • Careers
  • Contact Us
Book a Consultation

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 28 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 2013-2021

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®
barnum fg logo

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

Facebook-f Instagram Linkedin

Who We Are

Resources

What We Offer

Company