Michael Williams, CRPC

LPL Financial Advisor

 

Phone: 916-412-2170

Email: michael.j.williams@lpl.com

 

 

 

I have worked as a Financial Advisor since 2005. In addition to my financial advisory business, I am a single parent raising two teenagers. I utilize all types of investments to achieve client desired outcomes:

  • Stocks
  • ETFs
  • Mutual Funds
  • Bonds
  • Structured Notes
  • Annuities 

I assist clients in pursuit of wealth creation and management as well as income planning strategies when they are in retirement.  My focus is on developing strategies and recommendations based upon the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals, their families and their businesses to help them work toward their short and long term goals. My approach to wealth management is consultative, objective and committed to excellence. Client relationships, interaction and performance are critical to client success.

Specialties:

Work retirement plans (401K, SIMPLE IRA, SEP IRA, Defined Contribution Plans 403B), Annuities, Managed Money Portfolios.