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William Rassman, CFP®

William Rassman, CFP®

Vice President - Wealth Adviser, Centric Capital Advisors

William Rassman is a Certified Financial Planner™ and Vice President – Wealth Adviser for the independent wealth advisory firm Centric Capital Advisors.

The Minnesota native began his career in NYC at Smith Barney in 2008.

A former collegiate athlete, Rassman now lives in Los Angeles, where he volunteers with his dog, Gopher, and enjoys playing hockey and golf.

Phone: 310.579.9122
E-mail: wrassman@centricca.com
www.centriccapitaladvisors.com
LinkedIn: www.linkedin.com/in/willrassman

On Marriage and Money: A CFP's Perspective
retirement

On Marriage and Money: A CFP's Perspective

While wedding planning is a time for picking flowers, colors and cake flavors, there are some more important things you should be discussing. A newly …
May 14, 2018
3 Unexpected Financial Planning Lessons From My Dog
retirement

3 Unexpected Financial Planning Lessons From My Dog

Given the right training, dogs (and their owners) can do almost anything. Here’s what my dog, Gopher, helped me learn about finances.
August 24, 2017
The True Cost of Financial Procrastination
retirement

The True Cost of Financial Procrastination

The obvious costs include late fees and the loss of the magical power of compounding, but there are less obvious — and more insidious — costs as well.
April 5, 2017
Should You Fast-Forward to a 'NextGen' Adviser?
retirement

Should You Fast-Forward to a 'NextGen' Adviser?

If your grandfather’s financial adviser doesn’t feel like a good fit, it might be time to go shopping.
February 27, 2017
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7 Tips for Talking to Millennials About Money
spending

7 Tips for Talking to Millennials About Money

Discussing financial matters with your kids can be difficult. Try to remember that they are adults.
December 8, 2016