BurtWilliamson's Channel

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332 video views

1 month ago

BurtWilliamson posted:

What financial questions would you like to see addressed here? Let me know. Comment here or visit the PlanPrep fan page on facebook.
12:33

8 months ago

The 7 Keys to a Successful Retirement - 2011

This educational and motivational video will equip you to have a successful retirement. Presented by expert financial planner Burt Williamson.

80 views

BurtWilliamson uploaded
7:31

8 months ago

Retirement Planning - The 6 Biggest Hurdles

Expert financial planner, Burt Williamson, shows you the 6 hurdles that may stand in your way to planning for retirement and how to get over them.

243 views

BurtWilliamson uploaded

About BurtWilliamson's channel

Financial Empowerment through Plain English Education

planprep.com

Created by

BurtWilliamson

Latest Activity

Jan 6, 2012

Date Joined

Aug 3, 2010

About this user

Burt has been involved in helping individuals and business owners with thousands of financial matters since 1995. Burt began his planning career with American Express, where he became a member of the Advanced Advisor Group and won awards for his exceptional planning skills. He has an MBA from the UCONN in marketing, and a BA from Columbia University in economics.

Prior to launching PlanPrep, Burt served as the Senior Planning Specialist for LPL Financial, where advisors from across the country would seek his expert financial advice for their clients' sophisticated planning needs. At PlanPrep, he works directly with families and business owners throughout southern California, and advisors around the county hire him to create plans for their clients' financial challenges. He lives in San Diego, California.

Burt is available to speak at group meetings on short notice. Call 858-220-6334 today.

Ca Insurance Lic. #0D33315. Burt Williamson and PlanPrep together are a Registered Investment Adviser with the State of California.

Age

Hometown

Camarillo, CA

Country

United States

Occupation

Financial Strategist for Women, Boomers and Business Owners

Companies

PlanPrep - The source for excellence in financial planning.

Schools

Columbia University, BA, Economics, 1985, University of Connecticut, MBA, Marketing, 1992, College for Financial Planning, CFP preparation, 2005

Interests

Using the talents God has given me and developing them as fully as possible. Hanging out with my daughter, Our wonderful beaches!

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BurtWilliamson's channel

The 7 Keys to a Successful Retirement - 2011

Retirement Planning - The 6 Biggest Hurdles