Barbara Williams Email & Phone Number
Certified Financial Planner @ Financial Focus
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Barbara Williams Location
- Carlsbad, CA, US
Barbara Williams Work
- 1982 -now Certified Financial Planner @
- 1986 -now Partner @
- 1985 -2015 CFP @
- 1999 -now Certified Financial Planner @ Financial Focus LLC
Barbara Williams Education
- Drexel University's LeBow College of Business
BS (Business)
1977-1982
Barbara Williams Skills
- Investments
- Portfolio Management
- Financial Planning
- Retirement Planning
- Wealth Management
- Insurance
- Customer Service
- Microsoft Excel
- Public Speaking
Barbara Williams Summary
- Barbara Williams, based in Carlsbad, CA, US, is currently a Certified Financial Planner at Financial Focus. Barbara Williams brings experience from previous roles at Financial Focus and Financial Focus LLC. Barbara Williams holds a 1977 - 1982 BS in Business @ Drexel University's LeBow College of Business. With a robust skill set that includes Investments, Portfolio Management, Financial Planning, Retirement Planning, Wealth Management and more. Barbara Williams has 1 emails and 2 mobile phone numbers on RocketReach.
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