Focus: Retirement Income Planning, Retirement Strategies, Investment Strategies, Insurance Strategies, LGBTQ, Military, Business Owners, Financial Education, Business Succession Planning, Group Benefits, Risk Management Strategies, College Funding Strategies, Charitable Giving, Estate Planning
Languages: English, Spanish
As a Financial Services Professional with MassMutual Greater Pacific, Williams’s practice is based on a client-centric approach. William is an advocate for financial security of individuals and families and believes that anyone can achieve their financial dreams by clearly defining their personal investment goals, risk tolerance, and time horizon. The core components surrounding his business philosophy include honesty, trust and dedication. William’s top priority is reaching a client-advisor relationship that consists of openness, trust, and mutual understanding at all times. He is dedicated to diversifying clients’ investment portfolio, building their wealth, and keeping them focused on long term goals.
William takes great pride in providing the highest level of personal client service as well as life experienced advice. William is an active member in the community and enjoys volunteering with the Walnut Valley Unified School District, serving as a board member and chairperson, as well as supporting organizations such as Autism Speaks and the Special Olympics. With over twenty years serving small businesses, its owners and employees, William places focus in the matters most important to his clients and their families. He is a Southern California native, fluent in Spanish who enjoys tennis, traveling with his wife Shawna and daughter Mariah, as well as hiking with his dogs, Bingley and Rico.
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Walnut Unified School District
Special Olympics of Orange County
Check the background of this investment professional on FINRA’s BrokerCheck
1 Pointe Dr. Suite 518
Brea, CA 92821