About Greg
Greg Williams, CFP®
Financial Services Representative
Investment Adviser Representative
CA Insurance License # 0B29281 Domiciled in CA.
Financial Services Representative
Investment Adviser Representative
CA Insurance License # 0B29281 Domiciled in CA.
MassMutual Pacific
2055 Gateway Place
Ste 700
San Jose CA 95110
Phone 408-352-3965
Fax 408-454-2563
E-mail grwilliam2@financialguide.com
Website www.grwilliams2.com
San Jose CA 95110
Phone 408-352-3965
Fax 408-454-2563
E-mail grwilliam2@financialguide.com
Website www.grwilliams2.com
As a trained Financial Planner with MassMutual Pacific, I have the knowledge needed to assist clients with their financial plans and help them meet their long-term financial goals.
I work closely with my clients and can also work with you - in partnership. I will assist you as you:
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Define your personal financial goals
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Develop a written plan that can help you achieve these goals
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Allocate your assets based on your own tolerance for risk and your time-frame
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Implement your strategy with products and services that help meet your needs. Of course, you are free to implement your plan at the financial institution of your choice.
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Monitor and adjust your portfolio for any of life's changes that may alter your course
I became a Financial Planner in 2001. A graduate of The American College, I'm also a member of prestigious organizations such as Society of Financial Service Professionals.
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, know-how, experience, and world-class planning tools, I help build financial freedom for my clients.
I can also help you achieve these goals:
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Wealth accumulation.
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Tax planning.*
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Retirement income goals.
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Preserving estates from substantial Federal estate taxation.*
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Business continuation and preservation.
Of course, you should always contact your tax advisor for more complete information as to how any tax strategy or plan will impact your specific situation. MassMutual and its representatives do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.
At MassMutual Pacific, I have access to a wide variety of financial services professionals. I will work closely with you and your own advisors, such as your attorney or accountant with one set of goals in mind – yours.