Bill Del-Sette

Director of Life Planning

Bill Del-Sette is a retirement-focused Certified Financial Planner® and Registered Life Planner® with over 28 years of experience helping people turn their wealth into a life they genuinely love.
Rather than viewing financial planning as just numbers, markets, and spreadsheets, Bill approaches it as a tool for creating a future worth living for.

By combining disciplined investment and income planning with conversations about purpose and meaning, he guides clients from “Am I ready to retire?” to “I’m excited to live it.”
Known for his calm, conversational style, Bill simplifies complex topics and teaches clients to focus on what they can control.

His credentials include the CFP® designation, Registered Life Planner^® designation, CPA exam completion, and dual bachelor’s degrees from Albany State University.
Bill also created the Happiness in Retirement® program, helping families grow, protect, and enjoy their wealth.