William Tarallo
Managing Principal
While in college, I had the opportunity to sit in on a session with my Dad and his financial advisor. I saw how my dad came away from the meeting feeling comforted and financially confident. After that meeting, I decided I wanted to help others find solutions to their finances. My goal as your financial advisor is to provide the same care, guidance, and solutions that were offered to my Dad.
I have been working in the financial services industry since 1988. I graduated from Kean University in Union, NJ with a B.S. in Business Management. Working through tough markets over the past three decades along with continuing education in Financial Planning and my CERTIFIED FINANCIAL PLANNER™ certification, allows me to recognize solutions for all aspects of strategic planning and investing.
My ideal clients are retirees and those approaching retirement. Retirees and those approaching retirement often face unique situations such as retirement and tax planning*. I can offer guidance with the following concerns:
• Do I have enough money to retire?
• Will I outlive my money?
• Can I manage healthcare expenses into retirement?
• How can I transfer my wealth tax* efficiently?
When I am away from the office I enjoy traveling with my wife and friends. I enjoy playing golf, baseball and going to the gym to keep fit in my spare time. I volunteer for many fundraisers at St.Mary’s/Cardinal McCarrick High School and local charities.
*I do not offer tax or legal advice.
I currently hold the Series 3, 7, 24, 63, 65 registrations and the CERTIFIED FINANCIAL PLANNER™ certification.
EXPERIENCE
Senior Financial Advisor - Managing Principal
August 2009 - Present
Financial Advisor to High Net Worth Individuals, Business Owners and Charitable Organizations.
Associate VP of Investments at SMITH BARNEY
November 2000 - August 2009 (8 years 10 months)
Provided comprehensive Investment, Insurance and Estate Planning to Individuals and Business Owners.
Achieved CERTIFIED FINANCIAL PLANNER™ certification.
Associate VP at Dean Witter Reynolds Inc.
May 1989 - November 2000 (11 years 7 months)
Cultivated my practice with Investment Planning advice for Individuals and Business Owners.
EDUCATION
Kean University
Bachelors, Management Science, 1986 - 1988
HONORS AND AWARDS
See
Full Biography for Honors and Awards