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