Meet Will
With over a decade of experience in the financial industry, Will Rassman is dedicated to guiding individuals and families toward financial clarity and long-term success. He began his career in 2008 and has since worked with both global financial institutions and independent firms, gaining deep experience in financial planning, investment management, and tax-efficient wealth strategies.
As a Wealth Advisor at Carson Wealth, Will specializes in helping high-net-worth families navigate the complexities of wealth management, estate planning, and legacy preservation. He believes in a proactive, personalized approach to financial advising—helping to ensure that every client’s strategy aligns with their long-term goals and values.
Will holds a Bachelor of Science in Economics from Wagner College and is a CERTIFIED FINANCIAL PLANNER™ professional. He is an active member of the Financial Planning Association (FPA) and continuously enhances his knowledge to better serve his clients.
Outside of work, Will is passionate about hockey, a sport he has played since childhood, and enjoys spending time with his wife and two young daughters.
Will Rassman is a non-registered associate of Cetera Advisor Networks LLC, Member FINRA/SIPC.