Bill began his career as a wealth manager more than 25 years ago at Ernst & Young, acting as a leader in the investment consulting and financial planning arenas. Bill serves as a passionate advocate for his clients; using his technical aptitude and exceptional service, he works to educate clients and inspire informed financial decisions. He was a founding member of RCL Advisors, LLC in 2007, ultimately joining Wealth Enhancement Group through a union with the firm. He frequently lectures on wealth management in support of employer sponsored programs and for various professional organizations, and has appeared on a number of national television and radio outlets. Bill and his wife Patty have three sons and reside in Randolph, NJ.
- MBA, Pace University
- BS, Pace University
- Certified Investment Management Analyst®
- Barron’s Top 100 Independent Advisors (2015-2019)⁴
The Raasch-Cafero Financial Advisory team is located in our New York - Grand Central office.
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⁴ Factors included in Barron’s Top 100 Independent Wealth Advisor rankings: volume of assets overseen, revenue generated by the firm and quality of practices. Investment performance was not an explicit component of the evaluation criteria.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.