Bill  Shafransky,  CFP<sup>&reg;</sup> - Financial Advisor

Bill Shafransky, CFP®

MBA, RICP®

Senior Wealth Advisor

Moneco Advisors

175 Elm St
New Canaan, CT 06840
(203) 594-1607 CONNECT WITH Bill
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General

Bill Shafransky is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Moneco Advisors in New Canaan, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth

More

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