To earn the CFP® designation, Garth had to complete an approved
educational program, pass a rigorous examination and meet stringent
experience requirements. Garth also adheres to a professional Code of Ethics
and he fulfills bi-annual continuing education requirements to remain aware of
current planning strategies and financial trends.
With more than a decade of experience in the financial services industry,
Garth specializes in helping business owners, key employees, self-employed
professionals and retirees make the most of their hard earned money. He has
demonstrated a consistent ability to guide his clients through the significant
financial events that inevitably take place throughout their lives including,
retirement, career changes, divorce, or the loss of a loved one.
Garth graduated with honors from the University of the Pacific with a
bachelor’s degree in Electrical Engineering. He holds a Master of Business
Administration degree from Santa Clara University, is a member of the
Financial Planning Association (FPA) and has completed the CFP®
Professional Education Program at the College for Financial Planning.
Garth values education as a way to promote professional excellence. He is a
member the American Finance Association and serves as a speaker for various
groups on topics ranging from asset allocation and investments to retirement
and estate planning.
When he’s not working, Garth is a member of the board of directors of the
Friends of Stevens Creek Trail, an Asset Building Champions (ABC) Volunteer
for Project Cornerstone at West Valley Elementary School, regular blood
donor at the Stanford Blood Center and enjoys spending time with his wife,
Pamela, and their two daughters, Charlotte and Katie, traveling, and
exercising.
educational program, pass a rigorous examination and meet stringent
experience requirements. Garth also adheres to a professional Code of Ethics
and he fulfills bi-annual continuing education requirements to remain aware of
current planning strategies and financial trends.
With more than a decade of experience in the financial services industry,
Garth specializes in helping business owners, key employees, self-employed
professionals and retirees make the most of their hard earned money. He has
demonstrated a consistent ability to guide his clients through the significant
financial events that inevitably take place throughout their lives including,
retirement, career changes, divorce, or the loss of a loved one.
Garth graduated with honors from the University of the Pacific with a
bachelor’s degree in Electrical Engineering. He holds a Master of Business
Administration degree from Santa Clara University, is a member of the
Financial Planning Association (FPA) and has completed the CFP®
Professional Education Program at the College for Financial Planning.
Garth values education as a way to promote professional excellence. He is a
member the American Finance Association and serves as a speaker for various
groups on topics ranging from asset allocation and investments to retirement
and estate planning.
When he’s not working, Garth is a member of the board of directors of the
Friends of Stevens Creek Trail, an Asset Building Champions (ABC) Volunteer
for Project Cornerstone at West Valley Elementary School, regular blood
donor at the Stanford Blood Center and enjoys spending time with his wife,
Pamela, and their two daughters, Charlotte and Katie, traveling, and
exercising.
For Garth Williams, helping people make the most
of their financial lives is rewarding work. Garth
enjoys guiding his clients through the critical
financial events that affect their lives to reach
their financial and life goals.
As a Certified Financial Planner® (CFP®)
practitioner, Garth takes a comprehensive
approach to wealth management. He sees his role
as helping people make well-informed decisions
about their money and retirement plans –
providing them with greater financial
independence, peace of mind, and security.
of their financial lives is rewarding work. Garth
enjoys guiding his clients through the critical
financial events that affect their lives to reach
their financial and life goals.
As a Certified Financial Planner® (CFP®)
practitioner, Garth takes a comprehensive
approach to wealth management. He sees his role
as helping people make well-informed decisions
about their money and retirement plans –
providing them with greater financial
independence, peace of mind, and security.
| GARTH A. WILLIAMS, MBA, CFP® |
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| Copyright © 2009 Honu Wealth Management |
