20 min

Modern-day Finance with William Rassman Generation Z

    • Personal Journals

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.

Listen to the interview below, and be sure to check out his book, Atlas Shift: 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.

Listen to the interview below, and be sure to check out his book, Atlas Shift: Mastering Your Financial Experience in the Post-Information Age

20 min