Bill Cass, Cfp®, Cpwa®
AeroLeads people directory · profile

Bill Cass, Cfp®, Cpwa® Email & Phone Number

Director of Wealth Planning at Franklin Templeton
Location: Boston, Massachusetts, United States 7 work roles 1 school
1 work email found @putnam.com 2 phones found area 978 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email w****@putnam.com
Direct phone (978) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Franklin Templeton
Role
Director of Wealth Planning
Location
Boston, Massachusetts, United States
Company size
11605 employees

Who is Bill Cass, Cfp®, Cpwa®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Bill Cass, Cfp®, Cpwa® is listed as Director of Wealth Planning at Franklin Templeton, a with 11605 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at putnam.com, phone signal with area code 978, and a matched LinkedIn profile for Bill Cass, Cfp®, Cpwa®.

Bill Cass, Cfp®, Cpwa® previously worked as Director of Wealth Management Programs at Putnam Investments and Senior Vice President, Retirement Products Marketing at Putnam Investments. Bill Cass, Cfp®, Cpwa® holds Bachelor Of Arts (B.A.), Economics, Political Science from Tufts University.

Company email context

Email format at Franklin Templeton

This section adds company-level context without repeating Bill Cass, Cfp®, Cpwa®'s masked contact details.

*@putnam.com
68% confidence

AeroLeads found 1 current-domain work email signal for Bill Cass, Cfp®, Cpwa®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Bill Cass, Cfp®, Cpwa®

I am a product and marketing professional with over 30 years of experience in the financial services industry which includes holding the CERTIFIED FINANCIAL PLANNER™ designation as well as the Certified Private Wealth Advisor® designation. In my role as Director of Wealth Planning for Franklin Templeton, I lead the development of wealth planning-related content and direct strategic educational initiatives to help financial advisors deliver superior financial planning solutions to their clients. As a subject matter expert on a broad range of financial planning areas, I am responsible for thought leadership on wealth planning strategies and trends. I am a frequent speaker at industry conferences and national broker-dealer meetings focusing on topics such as sustainable retirement income strategies, tax legislation developments, personal risk management, and efficient wealth transfer.The views expressed are my own and not of Franklin Templeton or Putnam Investments. This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.All investments involve risk including possible loss of principal.Your personal data may be subject to our Privacy & Cookies Notice which you can read here: https://www.franklintempletonglobal.com/privacy, regardless of where the data originates.© Franklin Distributors, LLC and Putnam Retail Management LP. Members FINRA/SIPC. Putnam Investments is a Franklin Templeton company.

Listed skills include Mutual Funds, Retirement, Wealth Management, Series 63, and 7 others.

Current workplace

Bill Cass, Cfp®, Cpwa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Franklin Templeton
Franklin Templeton
Director of Wealth Planning
san mateo, california, united states
Website
franklinresources.com
Employees
11605
AeroLeads page
Company profile
View company profile Email format
7 roles · 37 years

Bill Cass, Cfp®, Cpwa® work experience

A career timeline built from the work history available for this profile.

Director Of Wealth Management Programs

Putnam Investments

Greater Boston Area

Lead Putnam's thought leadership on wealth management topics, strategies and trends including content development, salesforce and financial advisor training and integration of supporting material into the sales process. Speak nationally to key broker-dealer firms and their clients on current financial planning topics and themes.

Jan 2008 - Dec 2023

Senior Vice President, Retirement Products Marketing

Putnam Investments

Boston, Ma

Directed the product and marketing efforts of Putnam’s IRA business by designing and executing targeted, multi-channel marketing campaigns to drive mutual fund sales. Acted as the primary subject matter expert for Putnam’s retail mutual fund business on individual retirement products and trends.

2002 - 2008 ~6 yrs

Avp, Sales Manager Of Putnam Fund Associates

Putnam Investments

Andover, Ma

1998 - 2000 ~2 yrs
Team & coworkers

Colleagues at Franklin Templeton

Other employees you can reach at franklinresources.com. View company contacts for 11605 employees →

RP Ravi Pakina Ravi Pakina Colleague at Franklin TempletonHyderabad, Telangana, India View → MA Morgan Alex Morgan Alex Colleague at Franklin TempletonLewisham, England, United Kingdom View → AK Aparna Koushik Aparna Koushik Colleague at Franklin TempletonHyderabad, Telangana, India View → AM Amit Mathur Amit Mathur Colleague at Franklin TempletonDelhi, India View → GK Gopi Krishna Dasarathula Gopi Krishna Dasarathula Colleague at Franklin TempletonHyderabad, Telangana, India View → AD Alice Ding Alice Ding Colleague at Franklin TempletonShanghai, China View → DW Dale Wagner Dale Wagner Colleague at Franklin TempletonGreater Sacramento, United States View → M( Michael (Sac) Roberts Michael (Sac) Roberts Colleague at Franklin TempletonGreater Sacramento, United States View → CS Ca Sampath Kumar Surisetti Ca Sampath Kumar Surisetti Colleague at Franklin TempletonAndhra Pradesh, India View → KO Karolina Olszewska Karolina Olszewska Colleague at Franklin TempletonPoland View →
1 education record

Bill Cass, Cfp®, Cpwa® education

FAQ

Frequently asked questions about Bill Cass, Cfp®, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Bill Cass, Cfp®, Cpwa® work for?

Bill Cass, Cfp®, Cpwa® works for Franklin Templeton.

What is Bill Cass, Cfp®, Cpwa®'s role at Franklin Templeton?

Bill Cass, Cfp®, Cpwa® is listed as Director of Wealth Planning at Franklin Templeton.

What is Bill Cass, Cfp®, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @putnam.com for Bill Cass, Cfp®, Cpwa® at Franklin Templeton.

What is Bill Cass, Cfp®, Cpwa®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 978 for Bill Cass, Cfp®, Cpwa® at Franklin Templeton.

Where is Bill Cass, Cfp®, Cpwa® based?

Bill Cass, Cfp®, Cpwa® is based in Boston, Massachusetts, United States while working with Franklin Templeton.

What companies has Bill Cass, Cfp®, Cpwa® worked for?

Bill Cass, Cfp®, Cpwa® has worked for Franklin Templeton and Putnam Investments.

Who are Bill Cass, Cfp®, Cpwa®'s colleagues at Franklin Templeton?

Bill Cass, Cfp®, Cpwa®'s colleagues at Franklin Templeton include Ravi Pakina, Morgan Alex, Aparna Koushik, Amit Mathur, and Gopi Krishna Dasarathula.

How can I contact Bill Cass, Cfp®, Cpwa®?

You can use AeroLeads to view verified contact signals for Bill Cass, Cfp®, Cpwa® at Franklin Templeton, including work email, phone, and LinkedIn data when available.

What schools did Bill Cass, Cfp®, Cpwa® attend?

Bill Cass, Cfp®, Cpwa® holds Bachelor Of Arts (B.A.), Economics, Political Science from Tufts University.

What skills is Bill Cass, Cfp®, Cpwa® known for?

Bill Cass, Cfp®, Cpwa® is listed with skills including Mutual Funds, Retirement, Wealth Management, Series 63, Investments, Asset Allocation, Strategic Financial Planning, and Series 7.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.