Picture of William DiCristofaro

    William DiCristofaro

    CFP®, ChFC®, CLU®, LUTCF®, MBA


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

    About William

    William DiCristofaro, is a Registered Representative, Investment Advisor Representative Financial Planner and Financial Services Representative.

    William received his Bachelor of Arts in Business Management from Assumption College and achieved his CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. He also achieved his Chartered Financial Consultant - ChFC® designation and Chartered Life Underwriting - CLU ® designations from The American College. He recently completed his Masters of Business Administration (MBA) from the University of Connecticut. William is licensed for Life, Accident & Health Insurance in Connecticut, Massachusetts, New York, New Jersey, Illinois, Florida, Delaware, South Carolina and North Carolina.

    William has served as President of the Connecticut State Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and Northwestern Connecticut Association of Life Underwriters (NALU). He is also a member of the Hartford Chapter of the Financial Planning Association (FPA) and the Hartford Chapter of the Society of Financial Service Professionals (SFSP). William is also a member of the Knights of Columbus and a 2015 Life & Qualifying Member of the Million Dollar Round Table - MDRT. He is a retired Lieutenant Colonel with the Connecticut Army National Guard. William resides in East Haddam, Connecticut with his wife Kathlyn and their two daughters, Mary and Deborah.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    William DiCristofaro MBA, CFP®, ChFC®, CLU®, LUTCF® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 65 LaSalle Road, Suite 200, West Hartford, CT 06107-2374, Tel: (860) 521-2250

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Connecticut, Delaware, Florida, Illinois, Maine, Massachusetts, New Jersey, New York, North Carolina, South Carolina

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Maine, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Oklahoma, Oregon, Rhode Island, South Carolina, Texas, Vermont, Virginia

    William DiCristofaro MBA, CFP®, ChFC®, CLU®, LUTCF®, West Hartford, CT

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