News
June 6, 2018Cinelli Joins Williams Financial as Financial Planner
James J. Williams, CEO/CIO of Williams Financial, LLC, is pleased to announce that Tyler Cinelli, QPFC, MBA, has joined the firm as an Associate Financial Planner/Retirement Plan Specialist and will be working in the Albany, NY and Bennington, VT offices.
Cinelli was previously based in the Boston area where he specialized in creating, implementing, and managing qualified retirement plans for small business owners and entrepreneurs. When asked why he joined Williams Financial, Cinelli said, “I was drawn in when I learned of their unique client relationship model and comprehensive approach to financial planning, rather than selling commission driven products such as mutual funds or insurance. I was ready to follow my passion and ethics by aligning with a firm that stands true to fiduciary advice.”
Cinelli earned his Bachelor of Science in Business Management with a finance concentration from Rensselaer Polytechnic Institute and an MBA with a finance concentration from the University of Albany, SUNY. In 2014, he earned the Qualified Plan Financial Consultant (QPFC) designation, a professional credential for financial professionals who advise or support qualified retirement plans. He has demonstrated a proficiency of plan administration, compliance, investment, fiduciary, and ethics issues. He has earned multiple licenses in financial services including the Series 7, 66, and 65 FINRA licenses and a life insurance license.
Cinelli serves on the Young Professionals Network Campus Connect board for the Albany Chamber of Commerce, focusing on educating local college students on the benefits of both a personal and professional life in the Capital Region. Raised in upstate New York where most of his family still resides, he currently lives in Shaftsbury, Vermont with his wife, Lauren, and rescue dog, Finn.
Williams Financial, LLC, is a fee-only, registered investment advisory firm, registered in the states of Massachusetts, New Hampshire, New York, Pennsylvania, South Carolina, and Vermont. The firm provides comprehensive financial planning and investment management services to individuals, families, and small business owners around the country. Office locations include Albany, NY; Bennington, VT; Leominster, MA; Burlington, MA; and Moore, SC. The firm is headquartered in Bennington, VT and currently has 11 employees.
Individuals and the media looking for more information about the firm may browse www.williamsfinancial.net or contact the main office at 866-986-4469.
