Bill Shafransky Financial Planning: Basics
Bill joined Moneco in March 2023 with a singular mission: to help people at all stages of life make confident, informed financial decisions that align with their goals and values. His journey to becoming a CERTIFIED FINANCIAL PLANNER® professional was rooted in one core belief: financial advice should always begin and end with what’s best for the client. Earning the CFP® designation was a natural step in his commitment to deeper, more comprehensive planning and advice. Bill is passionate about helping clients find clarity in their financial lives—whether they’re planning for retirement, managing a major transition, or simply looking to get organized. For him, success means helping clients pursue a clearer path toward their future.
He attended the University of Connecticut where he earned a bachelor’s degree and an MBA in Finance. He holds a Life, Accident & Health insurance license as well the Series 7, the Series 63 (with LPL Financial), and the Series 65 (with Moneco Advisors). Bill has successfully completed the Retirement Income Certified Professional (RICP®) designation from The American College, and the CFP® program.
Bill lives in Redding, CT with his wife Hillary, their daughter Savannah, and their dog, Spruce.