Background

William Rassman, CFP®, is a speaker, author, and trusted financial services advisor for successful individuals and families.

He began his career at Smith Barney in the financial district of New York in 2008, and is a Wealth Advisor at Centric Capital Advisors. Will graduated from Wagner College in New York, New York, with a BA in economics.

A former college hockey player and NCAA golfer, Will lives in Manhattan Beach, California, with his wife Svetlana. He is an active member of the Financial Planning Association and Toastmasters International. During his free time, he enjoys volunteering with his dog, Gopher.

 
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Financial advisor

A dynamic and versatile Wealth and Investment Advisor with a strong ability to identify initiatives and facilitate action-driven plans to support corporate growth and objectives. Adept in the identification and implementation of financial management strategies to capture cost improvement opportunities while impacting bottom line profits.

Skilled at managing multiple portfolios with diligent attention and continual analysis of economic trends to determine appropriate investment strategy. An effective coordinator and team player who understands that it takes an individual effort to succeed and a team to thrive.