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Babylon

William Masse

CFP®

Associate Wealth Advisor

133 E Main St
Babylon, NY 11702

William Masse

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

William Masse

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About William

William works with Focus Partners Wealth’s Long Island team to provide investment and financial planning services to business owners, entrepreneurs, high-net-worth individuals, and their families.

William is originally from Rhode Island and enjoys playing tennis, reading, and trying new cuisine in his spare time.

Education and Professional Milestones

-Salve Regina University - bachelor of science in financial management

-Worked at Team Hewins as a financial advisor in San Francisco

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