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William B
Series 66
Pittsfield, MA
Financial Transparency
William Bresett Jr. is a financial advisor at Financial Transparency with 24 years of industry experience. He holds a Series 66 designation and has worked at Envision Financial Transparency, LLC since 2018, following prior roles at Cssc Brokerage Services, Inc. and CSSC Insurance Services, Inc. He is also an owner and officer of Giardina & Bressett, a certified public accounting firm providing tax planning, accounting, auditing, and business consulting services. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing both passive and active strategies tailored through programs ranging from entry-level to customized managed accounts.
Thomas G
Series 66
Pittsfield, MA
Financial Transparency
Thomas Giardina is a financial advisor at Financial Transparency with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Envision Financial Transparency and CSSC Brokerage Services. Giardina is also president of Giardina & Bressett, a CPA firm providing financial statement and income tax preparation services. Financial Transparency offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans through a team of independent advisory representatives. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, using both passive and active models tailored to client needs.
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