Staff


William Rodriguez, MBA

William joined the firm as a Financial Planning Assistant, providing support to the senior financial advisor while delivering high quality client service. Williamís experience and knowledge make him a valuable addition to the financial planning team.

William received both his Bachelor of Science in Business Administration with a focus in Finance & Economics and his Masters in Business Administration with a focus in Finance from the University of Hartford - Barney School of Business. Continuing his education, William obtained his Series 7, 63, and 65 Registrations, which are now held at LPL Financial, as well as his Connecticut Life and Health Insurance License. Prior to joining New England Capital Planners, he worked for Regional, National and International financial services companies. William has also completed Morgan Stanleyís Wealth Advisory Associate Program where he developed advanced skills in financial plan development and delivery to high net worth individuals and families.

William co-founded Barney Graduate Consulting Service for students and alumni of the University of Hartford's Barney School of Business. The consulting group focuses on assisting small businesses in Greater Hartford with business strategies and growth initiatives. Williamís work in this program won his group the Volunteer of the Year Award for the Town of West Hartford in 2013.

Email William Rodriguez at william.rodriguez@necpinc.com


Cyndy Borenstein

Cyndy currently serves as the firmís chief administrative assistant. Cyndy brings many years of experience in the financial sector and provides essential back office support for client and planner services.

Cyndy received her Associate of Arts from Bay Path University. In her free time, she is an active participant in events geared towards raising money for cancer research.

Email Cyndy Borenstein at cyndy.borenstein@necpinc.com


Anne DiSorbo, MST

Anne is the firm's Operations Manager and is responsible for Business Development and Client Management. Anneís accounting and account management background are invaluable to New England Capital Plannerís day to day operations.

Anne received her Bachelor of Science in Accounting from the University of Connecticut and her Masters of Taxation from the University of Hartford. Prior to her current position, Anne enjoyed a 12 year career with CIGNA in both Corporate Tax and Underwriting. Anne also worked at Deloitte as both an auditor and tax accountant.

In addition to her professional life, Anne is currently involved in her local PTA as well as the high school booster club, assisting in various fund-raising events. Her prior community involvement includes volunteering as a Junior Achievement instructor, chairing the local science fair, and assisting at the Foodshare Mobil Pantry. Anne is currently an active member of the Connecticut Women's Council and the UCONN Alumni Association.

Email Anne DiSorbo at anne.disorbo@necpinc.com