William Capece CFP®, SHRM-CP, CCWS
Wealth Advocate
Bill has been a dedicated professional in the financial planning industry since 2010, specializing in serving high-net-worth retirees. Recently, he has broadened his practice to encompass Business Succession Planning and Financial Literacy Education, providing invaluable resources to his corporate clients and their employees. Bill believes that a financially stable employee is a valuable asset, and he is committed to empowering individuals with the knowledge they need to achieve financial security.
Bill resides in Conshohocken, PA, with his wife, Jessica DeLuise, a Physician Associate (PA-C), Certified Culinary Medicine Specialist (CCMS), Business Owner, QVC Brand Ambassador and Emmy Award-winning host of "Eat Your Way to Wellness." Their life is frequently featured on social media through @theWellnessKitchenista. In their spare time, they extend their hearts and home to children in foster care. And they both agree that being a ‘parental figure’ has been the most difficult and rewarding challenge to date.
Jessica DeLuise and any entities she is affiliated with are not affiliated with HTK.
Licenses and Certifications:
- CFP®: CERTIFIED FINANCIAL PLANNER™
- Series 7, 63, 66
- Life and Health Insurance License
- Property and Casualty Insurance License
William Capece, CFP®
Director of Business Development