WP Financial Welcomes Elizabeth DeBassio as Financial Advisor and Director of Financial Planning

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Elizabeth DeBassio joins the WP Financial team as Financial Advisor and Director of Financial Planning

With over 25 years of experience in finance, business and tax planning, the addition of DeBassio brings new capabilities to the company and its clients.

WEST HARTFORD, CONNECTICUT, USA, September 14, 2022 /EINPresswire.com/ — WP Financial, LLC is delighted to announce the addition of Elizabeth DeBassio to the wealth management firm’s growing team. As of August 22, DeBassio is acting as financial advisor to the company. Leveraging his extensive experience in financial planning, investing and tax planning, DeBassio will work directly with individuals and families to develop personalized, strategic and integrated financial plans.

In addition to working one-on-one with clients to plan and pursue their financial goals, DeBassio will also serve as Director of Financial Planning – a new role dedicated to providing a more holistic planning experience for WP Financial clients. . In this role, she will lead the firm’s financial planning strategy, partnering with the firm’s team of financial advisors to drive the planning process forward and continue to deliver exceptional results to clients.

“Elizabeth is a very experienced and talented leader with a proven track record of helping her clients gain confidence through financial planning. We are delighted to have Elizabeth on board – especially at a time when individuals and families need more dedicated and personalized support than ever. We are thrilled with the wealth of opportunity this brings to our team and, more importantly, our clients,” said Bill Rabbitt, owner of WP Financial.

DeBassio brings with her more than two decades of experience helping individuals and families identify and achieve their financial goals. Recognized as a Five-Star Wealth Manager by Crescendo Business Services, she holds both the CPA (Certified Public Accountant) and PFS (Personal Financial Specialist) designations, enabling her to provide WP Financial clients with her expertise and skills. advice for a variety of planning needs. DeBassio’s extensive tax planning experience and extensive work in partnership with tax professionals and attorneys on behalf of its clients reinforces the firm’s commitment to comprehensive client service and positions WP Financial to deliver a more integrative and simplified client.

Prior to joining WP Financial, DeBassio served as a general counsel at a Hartford County wealth management firm, where she supported individuals and families in the areas of multi-generational wealth planning and investment strategies. tax efficient. She has held positions as Advisor for Filomeno Wealth Management, LLC, Supervisor for Brown & Brown, LLP, and Personal Financial Advisor to the former US Ambassador to Austria. She also previously worked as a chartered accountant for Deloitte and Touche.

“The WP Financial team is actively working to improve the lives of every customer and I couldn’t be more excited to join their efforts,” said Elizabeth DeBassio. “The work we do is incredibly important and rewarding. When customers come to see us, they are often worried. Being part of a team that takes the time to sit down, one-on-one with our clients, and really get to know them – their goals, their challenges, their preferences – is key. As a member of the WP Financial team, I look forward to helping clients overcome these worries and have more confidence in their financial lives today and in their future.

DeBassio earned his Masters in Personal Financial Planning from Bentley University’s Elkin B. McCallum School of Business and his Bachelor of Arts in Economics/Accounting from College of the Holy Cross.

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About WP Financial
WP Financial, LLC is a team of dedicated wealth management experts with over 40 years of combined experience delivering comprehensive care through a variety of wealth management solutions. Driven by its mission to deliver “confidence through planning”, the WP Financial team is committed to helping clients navigate the complexities of financial planning and bring them closer to their goals through strategies and a personalized support. To learn more, visit www.mywpteam.com.

For more information on this announcement, please contact:
Wendy Kelly
Director of Operations
(860) 216-0949
[email protected]

Wendy Kelly
WP Financial
write to us here

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