Bill Cass, Cfp®, Cpwa®
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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 May 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

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Quick answer

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

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

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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
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Company profile
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7 roles · 36 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 →

ND Nicole Dellacava Nicole Dellacava Colleague at Franklin Templeton Boston, Massachusetts, United States, United States View → YS Yasmin Snyder Yasmin Snyder Colleague at Franklin Templeton Jupiter, Florida, United States, United States View → TY Ting Yi T. Ting Yi T. Colleague at Franklin Templeton Taiwan, Taiwan, Province Of China View → VK Vinodh Kumar Vinodh Kumar Colleague at Franklin Templeton Hyderabad, Telangana, India, India View → SB Saravanakumar Balaraman Saravanakumar Balaraman Colleague at Franklin Templeton Chennai, Tamil Nadu, India, India View → AD Arnaud Dettweiler Arnaud Dettweiler Colleague at Franklin Templeton Poland, Poland View → MA Madhuri Aitha Madhuri Aitha Colleague at Franklin Templeton Greater Hyderabad Area, India View → LL Lian Lee Lian Lee Colleague at Franklin Templeton Taipei City, Taipei City, Taiwan, Taiwan, Province Of China View → PK Pankaj Kumar Pankaj Kumar Colleague at Franklin Templeton Patna, Bihar, India, India View → KL Krista Lepore Krista Lepore Colleague at Franklin Templeton New York City Metropolitan Area, United States 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 Nicole Dellacava, Yasmin Snyder, Ting Yi T., Vinodh Kumar, and Saravanakumar Balaraman.

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.

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