Chantel Williams, Cfp®

Chantel Williams, Cfp® Email and Phone Number

Co-Owner and CERTIFIED FINANCIAL PLANNER™ @ The AFP Group, LLC
Houston, TX, US
Chantel Williams, Cfp®'s Location
Houston, Texas, United States, United States
About Chantel Williams, Cfp®

Few people are blessed to find their true calling in life. I'm fortunate to be one of them. I get the opportunity to make a difference in the lives of our clients, their families and our community.Our branch team focuses on guiding women and their families toward their retirement and financial goals. We are committed to providing a comfortable environment for women to express themselves, ask questions and learn. Through education and advice, we empower our clients as they make important decisions for their financial goals.I understand that for many working professionals who are balancing the demands of work and family life, financial strategies can get pushed aside in the busyness of the day-to-day. We'll partner with you, your CPA, attorney and other professional partners to make your financial future our priority.Whether we're partnering together to develop strategies for you or your business, I want to understand what's important to you. What's keeping you up at night? From there, I'll use an established process to create a personalized strategy to help achieve your goals. We'll continue partnering together throughout your life to help keep you on track.

Chantel Williams, Cfp®'s Current Company Details
The AFP Group, LLC

The Afp Group, Llc

View
Co-Owner and CERTIFIED FINANCIAL PLANNER™
Houston, TX, US
Website:
afpgroup.com
Employees:
10
Chantel Williams, Cfp® Work Experience Details
  • The Afp Group, Llc
    Co-Owner And Certified Financial Planner™
    The Afp Group, Llc
    Houston, Tx, Us
  • The Afp Group, Llc
    Chief Operating Officer
    The Afp Group, Llc Jan 2021 - Present
    Houston, Texas, United States

Chantel Williams, Cfp® Skills

Leadership Public Speaking Series 7 Series 66 401k Options Asset Allocation Strategies Asset Protection Strategies Estate And Legacy Strategies Financial Analysis Financial Assessment Portfolio Review Risk Assessment Wealth Strategies

Chantel Williams, Cfp® Education Details

  • Florida State University - College Of Business
    Florida State University - College Of Business
    Finance & Logistics/Supply Chain Management

Frequently Asked Questions about Chantel Williams, Cfp®

What company does Chantel Williams, Cfp® work for?

Chantel Williams, Cfp® works for The Afp Group, Llc

What is Chantel Williams, Cfp®'s role at the current company?

Chantel Williams, Cfp®'s current role is Co-Owner and CERTIFIED FINANCIAL PLANNER™.

What schools did Chantel Williams, Cfp® attend?

Chantel Williams, Cfp® attended Florida State University - College Of Business.

What skills is Chantel Williams, Cfp® known for?

Chantel Williams, Cfp® has skills like Leadership, Public Speaking, Series 7, Series 66, 401k Options, Asset Allocation Strategies, Asset Protection Strategies, Estate And Legacy Strategies, Financial Analysis, Financial Assessment, Portfolio Review, Risk Assessment.

Who are Chantel Williams, Cfp®'s colleagues?

Chantel Williams, Cfp®'s colleagues are Ann Baker Ronn, Corey Boerner, Chelsea Coney, Lou Rosado Jr..

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