William Van Evera

ChSNC®, ChFC®, CLU | Special Care Planner

Contact:

Office: Phone Number Unavailable

Mobile: (518) 495-9277 (Call Only)

Practice Snapshot

How I Help:

Special Care Planning

Who I Help:
  • Families with Special Needs

About Me:

I focus my practice on special care planning with families who have children or young adults with special needs.

Prior to joining Charter Oak, I worked as an agent for Berkshire Life Insurance Co.

Outside of the office, I am involved with the Special Olympics organization of New York as a coach for both softball and golf. In my spare time I enjoy reading a good book, playing a round of golf or traveling around the globe. I am the proud father of three grown children and live in Niskayuna, New York with my wife, Terry.

A tailored approach

No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.

Unique perspectives

By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.

Authentic relationships

Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.