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Bill Shafransky, MBA, RICP ®

Bill Shafransky, MBA, RICP ®

Associate Advisor

Bill joined MONECO in March of 2023. He began as a financial advisor in 2018 with Barnum Financial Group and has built numerous relationships with clients at different stages of life, providing them with both short- and long-term financial plans & strategies to help them pursue their financial goals.

Prior to becoming a financial advisor, Bill worked as an operations manager in a different industry, where he gained valuable experience in leadership, project management, and problem-solving. This experience has proven to be an invaluable skill in the role as a financial advisor, allowing him to approach financial planning with a strategic and analytical mindset. Passionate about helping people, Bill takes great pride in educating his clients on financial matters, economic insights, and market trends. Much of his experience in helping others stems from one of his previous duties where he worked as a trusted advisor for a variety of Fortune 500 companies. In that capacity is where Bill helped people who were transitioning out of their position to either a new job or into retirement on making the right decisions with their money. He believes in his process, which he still follows today: first understanding what the goals and concerns are, then educating on the topics that pertain to that individual, and then showing the person how particular changes could positively impact their financial well-being.

Bill attended the University of Connecticut where he earned a bachelor’s degree and an MBA in Finance. He holds a Life, Accident & Health insurance license as well the Series 7, the Series 63 (with LPL Financial), and the Series 65 (with MONECO Advisors). Bill has successfully completed the Retirement Income Certified Professional (RICP) designation and is now pursuing the CFP program. Bill lives in Norwalk, CT with his wife Hillary and his daughter Savannah. When not at work, he’s usually spending his time with his family, doing outdoor activities, working out, traveling, or striving to learn a new skill.

Get to Know Bill...

Favorite part about working at Moneco: Working with like-minded professionals who are continuously striving to improve and provide better service for clients

Favorite thing to do outside of work: Hiking, working out, traveling, spending time with family

What I enjoy most about what I do: Working with clients to help to alleviate the stress and anxiety that people have when it comes to their financial future

Biggest challenge: Becoming proficient with all the tools and resources at our disposal

Favorite:

Quotation: "If you fail to plan, you plan to fail" - Benjamin Franklin

Vacation: Toss up between Cape Cod and Charleston, SC

TV Show: Billions,Yellowstone,Suits

Music: Whatever hits the mood just right

Sports Team: N.Y Giants