William Masse, Cfp®
About William Masse, Cfp®
William Masse, CFP®, is an Associate Wealth Advisor at The Colony Group in Babylon, New York, where he has worked since 2023. He previously served as a Financial Advisor at Team Hewins for two years and holds a Bachelor of Science in Finance from Salve Regina University.
Work at Colony
William Masse has been serving as an Associate Wealth Advisor at The Colony Group since 2023. In this role, he is involved in providing financial guidance and support to clients in Babylon, New York. His responsibilities include developing financial plans and strategies tailored to the needs of clients, leveraging his expertise in finance and economics.
Previous Experience in Financial Advisory
Before joining The Colony Group, William Masse worked at Team Hewins as a Financial Advisor from 2021 to 2023. In this position, he focused on delivering comprehensive financial advice to clients in the San Francisco Bay Area. Prior to that, he served as an Associate Advisor at Team Hewins from 2019 to 2021, where he supported senior advisors in managing client portfolios and developing financial strategies.
Education and Expertise
William Masse earned a Bachelor of Science (BS) degree in Finance with a minor in Economics from Salve Regina University. He studied from 2014 to 2018, gaining a solid foundation in financial principles and economic theory. This educational background supports his work as a wealth advisor, allowing him to analyze financial situations and create effective financial plans.
Background
William Masse is based in Babylon, New York, where he currently works in the financial advisory sector. His career has progressed through various roles in financial services, starting as an Associate Advisor and advancing to a Financial Advisor before taking on his current position. His experience spans several years, contributing to his understanding of wealth management and client relations.