Bill Del-Sette CFP®
Hello, my name is Bill Del-Sette, and I am the owner of Del-Sette Capital Management. I graduated from the University at Albany with dual Bachelor of Science degrees in accounting and economics, and passed all four parts of the uniform CPA exam that same year, a feat accomplished by only one in ten exam takers. After working in public accounting, I found that I needed more personal interaction, so I answered an ad to work as a financial advisor for a large company. After five years I decided to become an independent, business owning advisor, serving in the interest of my clients. I took and passed the CERTIFIED FINANCIAL PLANNER® exam in 2004 (learn more about the CFP® designation) and became a dual professional in the fields of financial planning and individual taxation. In May of 2011, I decided to focus my practice on all aspects of retirement planning, from long-term care insurance, retirement related tax planning, and managing retirement investments. I try to live my life based on the principles found in Stephen Covey's book “The Seven Habits of Highly Effective People”. I enjoy nature, food and personal development, but my primary passion outside of work is photography (and some of my photos can be found here, on Flickr). In my free time I can be found walking the dogs, traveling and hiking, or somewhere in nature honing my image making skills.
In 2016, a client introduced me to Mexico, and I fell in love with the Puerto Vallarta area. I now spend winters working remotely from a little condo on the beach, and I enjoy telling people about my experience - just ask!
Glen Allen CFP®
Glen is a Certified Financial Planner® and a Siena College graduate. A lifelong resident of the Capital District, he resides in Rotterdam Junction with his wife Fran. Glen specializes in investment planning and retirement planning. He will be using his nearly 20 years of industry experience to assist our team in various capacities. Glen enjoys sports and friends and family. He is an active member of his local faith community, and has done volunteer work for the Schenectady City Mission.
Barbara Wright Financial Paraplanner Qualified Professional™
While Barbara is an employee at Del-Sette Capital Management, she was a client first! She has over 9 years with the firm, earning the Registered Paraplanner designation in 2015. She handles client services and is instrumental in all aspects of our operation. Prior to being a stay-at home mom for 14 years, Barbara worked for Continental Insurance, in Glens Falls, for 18 years, holding various positions of Assigned Risk Policy Rater, Research Technician, Systems Analyst, and Regional Automation Coordinator. Barbara lives in Galway, with her husband Doug and has 2 sons, Andrew and Adam.