William Tarallo, CFP

I have been a Financial Advisor managing investments for individuals since 1988.  I hold several securities registrations: Series 7, 24, 63 and 65. I am also Licensed to sell Life Insurance and Annuities.  In 2008 I attained the designation of a CERTIFIED FINANCIAL PLANNER®.  Through my experience and rigorous curriculum provided by the CFP Board I have achieved comprehensive education in several topics including Investment Planning, Tax Planning strategies, Retirement Planning, Estate Planning strategies, Insurance Planning and Financial Management.  I can provide a wide range of investment products to help meet any of your needs. We have resources available to help with Retirement Planning, Tax Planning strategies, Estate Planning Strategies and Liability Management. Wells Fargo Advisors Financial Network is not a tax or legal advisor.