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Meet the Advisor

Warren Williams, Certified Financial Planner™

Owner, President

8165194417

(866) 323-7810

In 1996, I received my first securities license in investment company products (Series 6). In 1999, I began studying for the Certified Financial Planner™ designation which I was awarded in 2001 . I was also licensed in general securities (Series 7) and as a Securities Principal (Series 24) in 2001 and as a Municipal Securities Principal (Series 51) in 2003.

I am securities and insurance licensed in Kansas, Missouri, Arizona, Colorado, California, Montana, Washington, Oklahoma, and Minnesota and insurance licensed in Nebraska and Texas.

I graduated from the University of Arizona with a Bachelor of Science degree in business in 1972 and after graduation, I worked in the music business in Southern California for 12 years. I continue my passion for music hosting a weekly music radio show on KKFI, our local community radio station.

In my spare time I enjoy reading, exercising, playing golf and tennis and spending time with family. I enjoy my work and am grateful to have a fulfilling life.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

At my firm, I have the client—and only the client—in mind.

My reasons for becoming a financial professional are deeply personal. I thoroughly enjoy helping people pursue their dreams and to understand their relationship with money. I am confident that with my understanding of personal finance, coupled with my training as a Certified Financial Planner ^tmProfessional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

At our firm, we have the client—and only the client—in mind.

Over the years, I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. I invite you to discover and experience the power of my services. I believe it has far-reaching benefits for my clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.