OUR ETHOS


“We want to inspire our clients to lead the best lives possible. That's what wealth is for!"

Bill Del-Sette

Bill Del-Sette, CFP®, RLP®

President

Hello, my name is Bill Del-Sette, and I am the founder of Del-Sette Capital Management. I graduated from the University at Albany with dual Bachelor of Science degrees in accounting and economics, and passed all four parts of the uniform CPA exam that same year. I enjoy helping people achieve their life vision, and that’s why I’m also a Registered Life Planner.

After working in public accounting, I found that I needed more personal interaction, so I answered an ad to work as a financial advisor for a large company. After five years I decided to become an independent, business owning advisor, serving in the interest of my clients. I took and passed the CERTIFIED FINANCIAL PLANNER™ exam in 2004 (learn more about the CFP® designation - HERE) and became a dual professional in the fields of financial planning and individual taxation. In May of 2011, I decided to focus my practice on all aspects of retirement planning, from long-term care insurance, retirement related tax planning, and managing retirement investments.  I try to live my life based on the principles found in Stephen Covey's book “The Seven Habits of Highly Effective People”. My primary passions outside of work are photography (and some of my photos can be found HERE, on Flickr) and Crossfit. In my free time I can be found walking on the beach, in a Crossfit “box”, traveling and hiking, or somewhere in nature honing my image making skills.

In 2016, a client introduced me to Mexico, and I fell in love with the Puerto Vallarta area.  I now spend winters working remotely from a little condo on the beach.

MEET THE TEAM

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MEET THE TEAM 〰️

Our investment models are part of our planning process called the
Happiness in Retirement™ Program.