ALLISON WILLIAMS, CFP®, CDFA®
CHIEF OPERATING OFFICER, PARTNER
Allison Williams joined BWM Financial Group in 2006. After receiving her bachelor’s degree in applied mathematics at Kansas State University, she joined the firm as a financial consultant, leveraging her background in math theory, statistics and actuarial studies before being promoted to chief operating officer.
Allison has extensive knowledge gathering and analyzing investment planning data, preparing preliminary wealth management plans consistent with client goals and risk tolerance, and executing portfolio transactions. She is a CERTIFIED FINANCIAL PLANNERTM practitioner, Certified Divorce Financial Analyst, is registered as an Investment Advisor Representative with Stratos Wealth Partners, as well as a California (life and health) Insurance license.
As Chief Operating Officer, Allison oversees all firm operations to ensure maximum efficiencies, processes and portfolio management.
Allison lives in Vista with her husband, where they enjoy spending time with friends and traveling.
CA Insurance License #OF87866