William Rassman: Mastering Your Financial Experience in the Post-Information Age

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

About our disucssion he says, "Consumers are in more need than ever of building their own financial safety net: pension funds are a dying breed; social security is under threat; and people are living longer, requiring more wealth to retire.  Yet, consumers are often overwhelmed by the complexity of today’s financial marketplace and the data onslaught that has come with the Information Age. My book Atlas Shift: Mastering Your Financial Experience in the Post-Information Age arms consumers with the tools, the concepts, and the vocabulary they need to seek this new breed of advisor and brave this new age."