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Bill Cass joined Franklin Templeton in 2024 as the Director of Wealth Planning after serving in a similar role with Putnam Investments for many years. He oversees the development and delivery of financial planning-related educational programs and speaks regularly throughout the country to groups of financial professionals and investors on a wide range of planning topics.
His expertise spans sustainable retirement income strategies, taxes, estate planning and wealth transfer, college savings, and Washington D.C. policy. He has been in the investment industry since he joined Putnam in 1990.
Bill holds a Bachelor's degree in Economics and Political Science from Tufts University, and is a CERTIFIED FINANCIAL PLANNERTM professional as well as a Certified Private Wealth Advisor® professional. He holds his Series 6, 7, 26, and 63 licenses with FINRA.
