Broker Check

Paul Williams

Paul B. Williams

Paul B. 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 Advisor Networks LLC

Series 7, series 66 securities registrations

 

*Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance agency LLC, CA insurance license #0644976), member FINRA/SIPC a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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