An Experienced Team of Professionals.
All team members are committed to your retirement success. They understand the challenges of implementing and succeeding with your unique plan.
We are there every step of the way and advise on every aspect of your retirement plan.
Hello, my name is Bill Del-Sette, and I am the founder of the Happiness In Retirement™ program.
I am passionate about helping people experience happiness and success with their money and their life.
In addition to guiding you through the program, your team will be available to answer any questions you may have on your journey.
Our team is also part of the ongoing review process, where we “check on the roots” of your plan.
Meet the Team
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Carmen Caruso, CFP®
Lead Financial Advisor
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Glen Allen, CFP®
Financial Advisor
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Barbara Wright FPQP™
Financial Paraplanner
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Ann Arceo AAMS™
Operations Manager, Paraplanner
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Brianna Esposito
Tax Preparer, Tax Planner
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Leah Nelson, CFP®
Paraplanner
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Christina Mercado
Client Concierge
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Jennifer Zegarelli
Client Services
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Buddy Del-Sette
Security
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About Happiness in Retirement?
Our clients make up a community of fascinating people with work-optional lifestyles.
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Core Philosophies
Everyone should have a written life plan, and everyone’s retirement plan should be based on the life plan.
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Program Steps
Your wealth is meant to be enjoyed and we have an approach designed to give you the best chance of maximizing your retirement happiness.