Wesley Howard Triani, a veteran financial planner with over 43 years of experience in Social Security and retirement planning, was recently featured in an exclusive online interview, where he shared his philosophy on success, his deep commitment to his clients, and the values that have shaped his professional and personal life.
Raised in Lindenhurst, Long Island, Wesley credits his early exposure to community engagement and responsibility as fundamental to his success. His parents’ involvement in their local community left a lasting impact on Wesley, who has built his career on the same principles of service and persistence. In the interview, Wesley reflects on his career, explaining how persistence has been a critical factor in his success, particularly in navigating setbacks with clients.
“Persistence is the cornerstone of my success,” Wesley explains. “There have been countless times when a client rejected my advice or a plan I had crafted. Early on, it stung, but I soon realized that it wasn’t about me — it was about the client’s needs and understanding. So, I kept going, followed up, and provided more information. Over time, many clients reconsidered, and we moved forward together.”
Wesley’s unique approach to retirement planning is grounded in understanding his clients’ hopes, fears, and dreams. His background in psychology, combined with his deep expertise in financial services, enables him to connect with clients on a personal level. He shares that his role goes beyond managing numbers — it’s about offering peace of mind.
“My job is to empower people,” says Wesley. “When clients feel informed and confident about their financial futures, they’re more secure. That’s what I’m here for.”
Wesley’s commitment to balance is another key theme in the interview. Despite his long and rewarding career, he ensures that personal fulfillment remains a priority. A devoted family man, Wesley speaks about the importance of setting goals in all areas of life—career, family, health, and spiritual growth.
“I’m proud of my 43 years in financial services, but I’m just as proud of my marriage of over 42 years. Balance is everything.”
Wesley’s faith plays a central role in both his personal and professional life. His spiritual practice of reading the Bible — 28 times to date — grounds him and offers perspective in all areas of his work. Wesley emphasizes that faith has guided him through moments of uncertainty, helping him to remain focused on serving others with integrity.
Wesley’s reflections on failure are also powerful. He recounts a challenging moment early in his career when a client rejected a plan he believed was the best option. Rather than giving up, he persisted and eventually won the client over, transforming what could have been a setback into an important learning experience.
The interview also highlights Wesley’s motivation after decades in the field. The answer? Relationships. He shares that knowing he has made a positive difference in someone’s life, whether by guiding them through a difficult decision or simply providing reassurance, is what keeps him going.
Wesley Howard Triani’s career is built on a foundation of persistence, service, and balance. His focus on helping others achieve financial security while maintaining personal integrity and a commitment to lifelong learning makes him not only a trusted advisor but also a community leader and family man.
About Wesley Howard Triani:
Wesley Howard Triani is a seasoned financial planner based in Bayport, NY, with over four decades of experience specializing in Social Security and retirement planning. He holds degrees in Food Technology from Farmingdale College and Psychology from SUNY Stony Brook. Wesley is a dedicated family man, outdoorsman, and active member of his community.
To read the full interview, click here.
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Company Name: Wesley Howard Triani
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City: Bayport
State: NY
Country: United States
Website: https://www.wesleyhowardtrianinewyork.com/