Warren Williams, Certified Financial Planner™
Owner, President
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.