Who We Are

At Freedom Wealth Services, our purpose is deeply rooted in the personal stories and values that shaped our advisors.

Founder and CEO Bill Constain’s mother was a dedicated teacher for 34 years in the K-12 system, instilling in him a respect for educators and their commitment to shaping future generations. Helping his parents enjoy a comfortable retirement of over 25 years through thoughtful financial planning motivated him to help extend that same security to others, particularly teachers and public employees.

Bill’s journey was also shaped by his grandmother, a trailblazer as one of the first women to work on Wall Street. Three decades ago, when Bill opened his own firm on Wall Street, his grandmother would visit weekly. She used her bookkeeping and accounting experience to help manage the books, sharing stories and wisdom that continue to guide his approach to financial planning today.

For managing partner and executive vice president Daniel Nicolaescu, the path to financial services was influenced by his aunt, who dedicated over 30 years to New York Life. Her guidance and encouragement, coupled with a serendipitous opportunity for him to join the industry, inspired Daniel to pursue a career helping others achieve financial clarity and freedom.
These family connections have instilled in Bill and Daniel a shared passion for empowering clients through financial literacy, personalized planning and a commitment to building lasting relationships.