Our Advisors

We have been a CERTIFIED FINANCIAL PLANNER professional firm in South Orange County for the last 30 years doing investments, financial planning and insurance service for individuals and small corporations. As financial advisors we provide asset allocation and risk management to affluent individuals and small corporations. We provide education and help our clients be in a better position to make smart decisions and potentially achieve financial well being with planning.

Please click on each of the advisors to learn more.

Kenneth H. Williams, CFP®

James J. Williams, MBA, CFP®, CLU

Paul B. Williams,
MA, CFP®

Important COVID-19 NY EXECUTIVE ORDER

Securities and Advisory Services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

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