Liam Wallace joined New England Capital Financial Advisors, LLC in 2023. Before joining the company, Liam owned his own Registered Investment Advisor firm, where he gained valuable experience in the financial planning industry. He also worked for Yale University as a Portfolio & Grant Analyst. His passion is working with clients to help them achieve their financial goals and loves to help people with any personal finance decision.
Liam graduated from Endicott College, where he majored in Finance and was a member of the football team. Most recently, Liam furthered his education in personal finance by receiving the following designations and licenses:
- Received his CERTIFIED FINANCIAL PLANNER TM certification in 2025.
Investment Advisor Representative of New England Capital Financial Advisors, LLC, a Registered Investment Advisor company (registered with the SEC).
He currently lives in Wallingford, Connecticut and enjoys spending time with his family and friends, his girlfriend, Alexa, and his dogs, Buddy, and Marilyn. He enjoys going in the ocean, being outside, trying different restaurants, and is trying to get better at golf.