About the Owner

I'm Bill Dwyer, CRPC™, Owner & Principal Planner of Seaport Financial Education LLC. My belief is that the two most important resources we have are time and money. We craft our own reality and shape our future by how we allocate our resources. Continual learning and sharing information to help one another is how we achieve our goals. It is in this spirit that Seaport Fin Ed was built. This work is very personal to me, from the name of the business to the work that we do. I started Seaport Fin Ed in 2024, after many years of working for big financial service companies. It's the manifestation of lessons learned though professional and life experience.

Seaport Fin Ed was named after my dad's real estate firm, Seaport Realty. Still in business on Aquidneck Island since 1976, he's always had a sterling reputation for doing business the right way - with honesty, integrity and transparency. A story I'll always remember is when he and a carpenter from the Azores, with an equally solid reputation, agreed to build a home with a handshake. Our name reflects this heritage.

After graduating Stonehill College, I worked in social service doing gang mediation and court liaison work in Boston. I enjoyed helping people plan and was in love with this beautiful young lady named Beth. Beth and I wanted to build a family, so I moved to Fidelity Investments in 1997 for more career opportunity. At Fidelity, I saw the power of allocating time and resources with purpose.

Beth and I married in 2000 and she and our daughter, Caelan, both died the same year. Beth was a Head Start Teacher. With education as the cornerstone of Seaport Fin Ed, I feel like I'm keeping a piece of Beth alive - working hard to give people a head start. After Beth and Caelan died, I lived the emotional and administrative challenges of settling an estate. This is why Seaport Fin Ed offers assistance with estate settlement.

My experience in this industry goes back 27 years across Fidelity, TIAA and OppenheimerFunds. I've worked on the institutional side of the business and with individual investors. I've served as an active trader specialist and serviced Broker Dealers and RIA's. I've wholesaled mutual funds for asset managers and sold group retirement plans such as 403b's and 401k's. I've earned my designation as a Chartered Retirement Planning Counselor. I know the business. I know investments. I know planning. I'm a fantastic resource to have on your side.

Funny how life goes, sometimes. Beth loved to travel. I didn't. But I thought that if I embraced one of her passions, I might feel closer to her Spirit, so I traveled. While visiting Rome, I met a charming, smart, and beautiful young lady named Amy. Amy and I developed a deep friendship, fell in love and married in 2013.

We now live in Portsmouth, RI with our two boys, Redmond and Charlie, and our dog Jasper. We like to sail in the summer, snowboard in the winter and be continually amazed at our children's growth spiritually, academically and in their passions - basketball and music. I'm a member of the Newport Yacht Club and Tiverton Rod & Gun Club. 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