Del-Sette Capital Management Management Team
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Del-Sette Capital Management
Summary
Bill Del-Sette is a Certified Financial Planner® with over 14 years of experience managing investments and helping clients achieve their retirement goals. Bill passed the CPA exam in 1998 and is the ...Show more
Organization Website | happinessinretirement.com |
Social Links |  |
Phone Number | +1-518-793-3851 |
Industries | |
Headquarters Location | 1332 Union Street, Schenectady, NY, 12308 US |
Employees Size | 1-10 employees |
Specialties | Retirement Income / Budget Planning, Fee-Based Retirement Income Investment Strategies, Social Security and Pension / Benefits Planning, Tax Planning Retirement Transition, Legacy Planning for Retirees, Portfolio Management for Retirees, 401K and IRA Rollovers |
Founded | 2012 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1966 | Privately Held | 10-50 | - | $- | |
| - | - | 1-10 | < 1M | $0 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Del-Sette Capital Management shows a diverse range of experience levels:
7% have been with the company for less than 1 year7% for 1–2 years14% for 3–4 years21% for 5–7 years7% for 8–10 years43% have over 11 years of service at Del-Sette Capital ManagementDiscover More
Contact top employees from
Del-Sette Capital Management
Glen Allen CFP®
Investment Advisor Representative
Barbara Wright
Financial Paraplanner Qualified Professional
Jeremy Scher
Portfolio Manager / Investments Manager
Carmen Caruso
CERTIFIED FINANCIAL PLANNER ™
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FAQ
Del-Sette Capital Management operates in the Finance industries. More details can be found on the official website: happinessinretirement.com.
The headquarters of Del-Sette Capital Management are located in Schenectady, United States.
You can contact Del-Sette Capital Management by phone at +1-518-793-3851.
Del-Sette Capital Management currently employs 1-10 people.
Well-known competitors of Del-Sette Capital Management include Winson Capital and Christy Capital Management.
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