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VerifiedFinancial Services· Founded 2012

Del-Sette Capital Management

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 founder of Del-Sette Capital Management LLC. After 14 years of being a dual professional in the fields of taxation and financial planning, Bill decided to focus all of his time and energy on his passions of retirement planning and investment management. In 2012, Bill founded Del-Sette Capital Management as a company dedicated to and focused on fee-based investment management and retirement planning. Fee-based financial planning and investment advisory services are offered by Del-Sette Capital Management a Registered Investment Advisor in the State of NY and Texas. Insurance products and services are offered through Bill Del-Sette. Del-Sette Capital Management and Bill Del-Sette are affiliated companies. Del-Sette Capital Management, LLC (“Del-Sette”)] is a registered investment advisor. Del-Sette provides investment advisory and related services for clients nationally. Del-Sette will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at

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HeadquartersSchenectady, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MFounded year2012Websitehappinessinretirement.comLinkedIn profileLinkedIn

Verified contacts

6

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LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

2

tools in use

Monthly traffic

20

organic / mo

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Top roles at Del-Sette Capital Management

6 distinct titles indexed · top 6 shown.

  • 1certified financial planner tm
  • 1financial advisor
  • 1financial paraplanner qualified professional
  • 1investment advisor representative
  • 1owner
  • 1registered paraplanner

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