Chantel Williams, Cfp® Email and Phone Number
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.
The Afp Group, Llc
View- Website:
- afpgroup.com
- Employees:
- 10
Chantel Williams, Cfp® Skills
Chantel Williams, Cfp® Education Details
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Florida State University - College Of BusinessFinance & 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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