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William Bonacci profile image

William Bonacci

Director of Investments at CCG Investments
Intro Book
Seasoned financial professional with 20+ years of experience in investment advisory, retirement planning, and wealth management.
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Location
Rocky Point, New York, United States, US
Languages
  • Italian -
Skills
  • Financial Planning
  • Investment Advisory
  • Retirement
  • Retirement Planning
  • Investments
  • Show all
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Bio

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William Bonacci is a seasoned financial professional with extensive experience in investment advisory, retirement planning, and wealth management. He holds a Master of Business Administration degree from LIU Brooklyn and a Bachelor of Business Administration degree from Pace University. With over 20 years of experience in the industry, Bonacci has worked with various companies, including CCG Investments, Sentinel Benefits & Financial Group, Charles Schwab, Smith Barney Citigroup, Transamerica Retirement Solutions, and MetLife. He is certified as an Accredited Retirement Plan Consultant (ARPC), Registered Investment Advisor, and holds a New York State Life & Health Insurance License.

Credentials

  • Accredited Retirement Plan Consultant (ARPC)
    TRAU - The Retirement Advisor University
    Jun, 2023
    - Jun, 2026
  • New York State Life & Health Insurance License
    NYS Insurance Department
  • Registered Investment Advisor
    SEC

Experience

  • CCG Investments
    • Hauppauge, New York, United States
    • Director of Investments
      • Jul 2018 - Present
      • Hauppauge, New York, United States
  • Sentinel Benefits & Financial Group
    • Greater New York City Area
    • Vice President, Senior Plan Advisor
      • Feb 2015 - Sep 2017
      • Greater New York City Area
  • Charles Schwab
    • Smithtown, NY
    • VP, Financial Consultant
      • Nov 2006 - Jan 2015
      • Smithtown, NY
  • Smith Barney Citigroup
    • Riverhead, NY
    • Financial Advisor, Financial Planning Associate
      • May 2005 - Sep 2006
      • Riverhead, NY
  • Transamerica Retirement Solutions
    • Greater New York City Area
    • Account Executive
      • Sep 2004 - May 2005
      • Greater New York City Area
  • Geller Group, LLC
    • Greater New York City Area
    • Director Investment Advisory & Retirement Plan Services
      • Jan 2000 - May 2004
      • Greater New York City Area
  • MetLife
    • New York, NY
    • Marketing Manager Guaranteed Products
      • Jul 1997 - Dec 1999
      • New York, NY
  • Transamerica Retirement Solutions
    • Purchase, NY
    • Marketing Consultant / Stable Value Product Manager
      • Jun 1987 - Jun 1997
      • Purchase, NY

Education

  • 1997 - 2000
    LIU Brooklyn
  • 1983 - 1987
    Pace University - Lubin School of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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