Paul Williams

Paul has been in the financial services industry since 2006.

Previously, he was the regional vice president for Medivest Benefit Advisors Inc. and later PMSI Inc., a subsidiary of AmerisourceBergen Corp., assisting insurance companies in Medicare compliance and helping injured workers with their structured settlements. He also worked for the Evangelical Christian Credit Union as a banking representative. Paul, a high school valedictorian, grew up in San Juan Capistrano. He has been married to his wife Lisa since 2004 and lives in Ladera Ranch with their two daughters.

CREDENTIALS:

CERTIFIED FINANCIAL PLANNER™ (CFP®) -  CFP Board of Standards, Washington D.C.

ACCREDITED INVESTMENT FIDUCIARY® (AIF®) – American National Standards Institute, Washington D.C.

Certificate in Personal Financial Planning – University of California Irvine, CA

Master of Arts – BIOLA University, La Mirada, CA

Bachelor of Arts – BIOLA University, La Mirada, CA

Insurance Licensed – Life and Health Insurance and Annuities

CA Insurance License # 0H72037

Investment Advisor Representative

Cetera  Wealth Services, LLC

Series 7, series 66 securities registrations

*Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license # 0644976 ), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Williams Financial Advisors, Inc. is not affiliated with Cetera Advisor Networks LLC