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Cortney Williams CERTIFIED FINANCIAL PLANNER™professional

Cortney Williams CERTIFIED FINANCIAL PLANNERprofessional

Senior Partner

I believe that clients deserve to work with a Financial Advisor who is a true advocate for them and their goals. My clients come from all walks of life but they share common characteristics. They are individuals who are motivated to gain control over their financial situation, value professional guidance and are willing to implement changes in their financial lives to reach their goals.

I work with my clients to help make those goals a reality. This requires the ability to take the time to understand my clients in a meaningful way. All of this work is done in an environment that places the clients needs first, earns their trust, and where sound advice is the cornerstone of all of the recommended strategies.

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 7 and 66 securities registrations
  • Life and Health Insurance License CA Insurance License #0D73430
  • Bachelor of Science with a major in Managerial Economics – University of California Davis