Bill Del-Sette, CFP®, RLP®
Bill Del-Sette is a retirement-focused Certified Financial Planner® and Registered Life Planner® with over 28 years of experience dedicated to helping people turn their wealth into a life they genuinely love. He is part of the team at Del-Sette Capital Management, surrounding himself with people that are not only talented, but most of all, committed to the success of the DCM clients. 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 happiness, 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. Once he has helped clients create a gameplan for a life they love, the rest of the Del-Sette Capital Nerds run the numbers, creating sustainable retirement income, coordinating estate and legacy goals, or preparing for a client’s life’s unexpected turns. Bill’s goal is always the same: to give clients the confidence to spend their time and money on what truly matters to them.
Bill’s educational and professional achievements include:
Earning the Certified Financial Planner® designation in 2004,
Earning the Registered Life Planner® designation in 2024,
Passing the Certified Public Accountant® exam in 1996
Earning dual Bachelor of Science degrees Magna Cum Laude in Accounting and Economics in 1996 from Albany State University
Participating in numerous positive psychology and leadership courses including The Harvard Medical School course on Building a Life of Wellness and the Forever Dangerous course on using Flow to create a life you love.
Bill eats what he cooks, living a life he loves. He is happiest with the simple things in life - long walks with his wife Araceli, deep philosophical conversations, Cross-fitting and hiking, and podcasting about Happiness in Retirement®. He is most proud of building Del-Sette Capital Management, where he works as Life Planner, Relationship Manager, and Investment manager. He also developed the Happiness in Retirement® program, which has helped numerous families grow, protect, and enjoy their wealth.