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About the Firm
Seaport Financial Education LLC is a RI based Registered Investment Adviser. Our mission is to empower people through affordable and unbiased planning, to gain purpose and freedom. We offer education, guidance, planning and advice. We choose to not sell product or manage money, so that we can remain product agnostic and unbiased.
About the Owner
I'm Bill Dwyer, CRPC™, Owner & Principal Planner of Seaport Financial Education LLC. My experience in this industry goes back 27 years across Fidelity Investments, TIAA and OppenheimerFunds. I’ve worked on both the Institutional and Individual Planning sides of the business.
I started Seaport Fin Ed in 2024 to empower people with financial knowledge that’s accessible, affordable and unbiased, so that they can achieve freedom and purpose through planning. It's the manifestation of lessons learned through professional and life experience.
My wife Amy and I live in Portsmouth, RI with our two boys, Redmond and Charlie, and our dog Jasper. We enjoy sailing, snowboarding, art and music. I coach basketball in the Catholic Athletic League and for a local summer league.
To me, Seaport Financial Education is more than a job. This is my ministry. I bring deep experience to help you make sense of an often-confusing investment landscape and keep you on track to reach your goals, all while acting as a fiduciary in your corner.
Bill Dwyer, CRPC
Chartered Retirement Planning Counselor™, CRPC™ and the CRPC™ logo are certification marks or registered certification marks of The College of Financial Planning Institutes Corp. in the United States.
"At the age I am now if I can't TEACH I shouldn't even open my mouth to speak" - Chuck D
