Bruce Williams, CFP®

Bruce Williams, CFP®

LPL Financial Advisor

I have worked in the financial industry on the Central Coast since June of 2000. I have a BS in Finance from Cal Poly, San Luis Obispo, and have also obtained my CERTIFIED FINANCIAL PLANNER™ designation.

I get a great deal of satisfaction from the relationships I’ve built while helping my clients to pursue their financial goals. I take a hands-on approach with my clients, which includes assessing risk tolerance, suitability, time horizon, and investment experience, which helps to gain a macro perspective of client’s unique situations and needs. Your time is valuable, so I pride myself on efficiency and follow through. Allow me to put together a custom financial plan for you so that you can spend less time dealing with finances and more time enjoying the community in which we live.

Registrations held through LPL Financial

  • Series 7 – General Securities Representative
  • Series 63 – Uniform Securities State Law
  • Series 65 – Uniform Investment Adviser Law

California Department of Insurance

  • Variable Contracts
  • Life-Only
  • Accident and Health
Phone (805) 400-1162