Bill Cronin

Managing Director

Bill is an Accredited Investment Fiduciary (AIF®) with a career in the Financial Services Industry that began in 1999. His passion for finance was sparked early, working alongside his father on spreadsheet data for security analysis. Bill now focuses on Qualified Retirement Plans, helping companies structure effective plans and guiding individuals toward smart retirement investment decisions. He finds great satisfaction in the consulting and design aspects of retirement planning, helping clients secure their futures. Outside of work, Bill enjoys spending time with his two children, who he happily admits have him wrapped around their fingers, as well as reading and savoring whatever his wife Denise is creating in the kitchen.