Broker Check
Alan  Williamson

Alan Williamson

Senior Partner

In the early ‘90s I was a young father with a real estate appraisal business, a growing family, and a need
for guidance. I wanted to protect my family and my business and grow my assets toward financial
independence. A family member referred me to a financial “advisor” who I soon realized was better at
presenting a slick sales pitch than actual advice for my goals. This experience not only left me
disappointed, it launched my professional mission in life: to help hard‐working individuals and families
make real progress toward their goals; saving them from the typical slick financial sales pitch. We do
this with education, using principles and strategies proven to help our clients protect and grow their
wealth. The grand reward for me comes in a client’s expression of appreciation for helping them
understand the issues more clearly, take action more wisely, and feel real confidence in their future –
leaving the financial questions and stress behind.

When I’m not with clients, you’ll most likely find me with my wife, enjoying and improving the now‐
empty nest; de‐stressing at the piano; out in nature; chasing grandchildren; serving with friends at
church; running or cycling; or occasionally enjoying the g‐forces found on the racetrack, improving my
high‐performance driving skills. Life has many lessons to learn, experiences to share, and so much joy to
find ‐ let’s eliminate the financial stress so we can live it fully!

  • Chartered Financial Consultant Designation (ChFC – awarded by the American College)
  • FINRA Series 6, 7, 63 & 65 Securities Registrations
  • CA Life and Health Insurance License #0B60725
  • Bachelor of Science – Business Administration/Real Estate, CA State University, Northridge
  • Certificate in Retirement Planning from the Wharton School, University of Pennsylvania
  • Credentialed Holistic Financial Coach from the Teachers College – Columbia University