Paul B. Williams

Paul B. Williams
MA, CFP®

*Investment Advisor Representative
CA Insurance Licence No. 0H72037


Paul B. Williams has been an investment advisor representative with Cetera Advisor Networks LLC (Member FINRA/SIPC) since 2011. He has been in the financial services industry since 2006. He recently received the CERTIFIED FINANCIAL PLANNER™ certification in the beginning of this year, and also has his Series 7 and Series 66 securities registrations along with his California life and health insurance license.  Before joining Williams Financial Advisors Inc., Paul was a regional manager for Medivest Benefit Advisors Inc. and later PMSI Inc. a subsidiary of AmerisourceBergen Corp., assisting insurance companies in Medicare compliancy and helping injured workers with their claims settlements. Paul also has worked for the Evangelical Christian Credit Union as a member banking representative. A high school valedictorian, Paul grew up in San Juan Capistrano, CA. He graduated with a BA in Philosophy from Biola University in 2004 and a Masters in Spiritual Formation and Soul Care from Talbot School of Theology in 2008.

Paul has been married to his wife Lisa since 2004 and lives in Mission Viejo with their two daughters. He is involved in various Christian lay ministries and has a passion to help those who are oppressed and in spiritual need.

*Cetera Advisor Networks LLC, member FINRA/SIPC, is a full service broker-dealer and Registered Investment Adviser, providing financial planning, investment advice and brokerage services.

 

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