William "Bill" Peragine, AIF®, CPFA®
Senior Vice President
Background
William “Bill” Peragine currently serves as a Senior Vice President with HUB Retirement and Wealth Management. Bill is a seasoned advisor specializing in the areas of fiduciary oversight, retirement plan design, defined benefit plan consulting, retirement readiness and vendor benchmarking. As Senior Vice President, Bill is frequently featured as a public speaker on the subjects of 401(k) plans, pensions, financial wellness, and other qualified plan issues.
Bill received his BSBA in Finance and Decision Sciences from Rider University, and completed his studies at the Center for Fiduciary Studies; a program offered through the University of Pittsburgh. With over 25 years of experience in the financial services industry, Bill maintains his series 65 license with Global Retirement Partners, LLC. Bill holds the Accredited Investment Fiduciary (AIF®) designation, as well as the Certified Plan Fiduciary Advisor (CPFA®) designation. Additionally, HUB International has recognized Bill’s expertise in the area of healthcare.
Since 2020, Bill has served as a Board Member for the New York Cancer Foundation.
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Executive Benefit Consulting