AeroLeads people directory · profile
Beth Williams Email & Phone Number
Founder and Lead Financial Planner
at
Future Wallet
1 work email found
@google.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Lead Financial Planner
Location
Berkeley, California, United States
Company size
Who is Beth Williams? Overview
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Quick answer
Beth Williams is listed as Founder and Lead Financial Planner at Future Wallet, a company with 1 employees, based in Berkeley, California, United States. AeroLeads shows a work email signal at google.com and a matched LinkedIn profile for Beth Williams.
Beth Williams previously worked as Founder & Lead Financial Planner at Future Wallet and Paraplannner at Katy Song Financial Planning. Beth Williams holds Master Of Business Administration (Mba) from University Of California, Berkeley, Haas School Of Business.
Company email context
Email format at Future Wallet
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{first}{last}@google.com
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AeroLeads found 1 current-domain work email signal for Beth Williams. Compare company email patterns before reaching out.
Profile bio
About Beth Williams
Hi there! đź‘‹ I'm Beth and I help women in tech grow their financial independence.If you've been professionally successful but have a nagging suspicion that you could be more strategic with your finances -- you're in the right place. I use a supportive, educational approach to help women grow their wealth. After witnessing my mom struggle financially after divorce, I developed a life-long passion for helping women be better with money. I have a MBA from the UC Berkeley Haas School of Business and have been featured in the Washington Post. I've worked with hundreds of women at companies such as Google, BCG, Intuit, Meta, Spotify, Sephora, and Disney. You can find me dancing Cuban salsa when I'm not nerding out about compound interest!
Listed skills include Nonprofits, Management, Research, Program Management, and 16 others.
Current workplace
Beth Williams's current company
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Future Wallet
10 roles
Beth Williams work experience
A career timeline built from the work history available for this profile.
Founder & Lead Financial Planner
CurrentI offer project based and comprehensive financial planning services for mid-career women in tech & couples. Together, we'll cover topics like: tax planning, retirement, investments, budgeting, cash flow, the psychology of money, and more using evidence-based strategies. Services include: project-based and ongoing financial planning, as well as speaking &.
Mar 2021 - Present
Paraplannner
Completed financial planning analyses and wrote plan recommendations for clients, primarily mid-career couples working in tech. Part-time contracted role.Katy Song Financial Planning was acquired by Domain Money.
Jan 2023 - Dec 2023
Global Process Manager, Finance Transformation - Revenue To Cash Operations
Promoted in November 2020.
Nov 2020 - Mar 2022
Global Process Manager, Revenue To Cash Operations
Aug 2018 - Oct 2020
Mba Intern - Finance Operations
Jun 2017 - Aug 2017
Director Of Savings Programs
As Director of Savings Programs, I founded and led a new consulting business, securing 30% of my department's personnel budget through new earned revenue. This included advising large U.S. cities (including Boston and NYC) on the banking infrastructure, technology, operations, and legal structure necessary to create scalable matched college savings.
Jan 2015 - Jun 2016
Assets Manager
I was promoted to department head within 10 months and oversaw the expansion of my team from two to ten employees as we launched programs in four new cities.During this time I was selected by the CEO as "Employee of the Year" two years in a row, and chosen twice by all employees as "Employee of the Quarter."
May 2013 - Jan 2015
Assets Associate
Juma operates more than 20 social enterprises in 9 cities across the country, connecting under-resourced youth to employment, education and financial literacy. Since 1993, the agency has employed over 6,000 low-income youth who have generated $29.4 million in enterprise revenue, earned $8.1 million in wages, and saved $5.8 million for higher education.
Aug 2012 - May 2013
Operations Associate
Brilliant Earth is one of the fastest growing ecommerce jewelers in the world, and the leader in ethical origin fine jewelry.I oversaw order fulfillment and shipping for all of the company's product lines using NetSuite ERP software.
Oct 2011 - Jul 2012
2 education records
Beth Williams education
Master Of Business Administration (Mba)
University Of California, Berkeley, Haas School Of Business
B.S., Society And Environment
University Of California, Berkeley
FAQ
Frequently asked questions about Beth Williams
Quick answers generated from the profile data available on this page.
What company does Beth Williams work for?
Beth Williams works for Future Wallet.
What is Beth Williams's role at Future Wallet?
Beth Williams is listed as Founder and Lead Financial Planner at Future Wallet.
What is Beth Williams's email address?
AeroLeads has found 1 work email signal at @google.com for Beth Williams at Future Wallet.
Where is Beth Williams based?
Beth Williams is based in Berkeley, California, United States while working with Future Wallet.
What companies has Beth Williams worked for?
Beth Williams has worked for Future Wallet, Katy Song Financial Planning, Google, Juma Ventures, and Brilliant Earth.
How can I contact Beth Williams?
You can use AeroLeads to view verified contact signals for Beth Williams at Future Wallet, including work email, phone, and LinkedIn data when available.
What schools did Beth Williams attend?
Beth Williams holds Master Of Business Administration (Mba) from University Of California, Berkeley, Haas School Of Business.
What skills is Beth Williams known for?
Beth Williams is listed with skills including Nonprofits, Management, Research, Program Management, Facebook, Community Outreach, Project Management, and Marketing.
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