Greg Williams, CFP®
Financial Services Representative
Financial Planner
CA Insurance License #0B29281
Welcome!
What, exactly, is "financial planning?" There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider "financial planning" to be more than spreadsheets and time tables.
As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.
I will work with you to help you determine what's important to you in your life. Together, we'll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor.