David Williamson, Cfp®

David Williamson, Cfp® Email and Phone Number

Passionate about Financial Planning @ Pathways Advisory Group, Inc.
fresno, california, united states
David Williamson, Cfp®'s Location
Fresno, California, United States, United States
David Williamson, Cfp®'s Contact Details

David Williamson, Cfp® work email

David Williamson, Cfp® personal email

n/a

David Williamson, Cfp® phone numbers

About David Williamson, Cfp®

David Williamson, Cfp® is a Passionate about Financial Planning at Pathways Advisory Group, Inc.. He possess expertise in financial planners, retirement planning, asset allocation, investments, estate planning and 11 more skills.

David Williamson, Cfp®'s Current Company Details
Pathways Advisory Group, Inc.

Pathways Advisory Group, Inc.

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Passionate about Financial Planning
fresno, california, united states
Website:
pathwaysag.com
Employees:
8
David Williamson, Cfp® Work Experience Details
  • Pathways Advisory Group, Inc.
    President
    Pathways Advisory Group, Inc. Apr 1984 - Present
    Fresno, California, United States
    View
  • Portfolio Advisors
    Partner
    Portfolio Advisors Jan 1990 - Jan 2007
  • Financial Advisory Associates, Inc.
    Partner
    Financial Advisory Associates, Inc. 1985 - 1990

David Williamson, Cfp® Skills

Financial Planners Retirement Planning Asset Allocation Investments Estate Planning Strategic Financial Planning Portfolio Management Mutual Funds Retirement Financial Advisory Small Business Investment Advisory Wealth Management Tax Chess Investment Strategies

David Williamson, Cfp® Education Details

Frequently Asked Questions about David Williamson, Cfp®

What company does David Williamson, Cfp® work for?

David Williamson, Cfp® works for Pathways Advisory Group, Inc.

What is David Williamson, Cfp®'s role at the current company?

David Williamson, Cfp®'s current role is Passionate about Financial Planning.

What is David Williamson, Cfp®'s email address?

David Williamson, Cfp®'s email address is dw****@****ity.org

What is David Williamson, Cfp®'s direct phone number?

David Williamson, Cfp®'s direct phone number is (770)-487*****

What schools did David Williamson, Cfp® attend?

David Williamson, Cfp® attended California State University-Fresno, Penn State University, Pennsylvania State University.

What are some of David Williamson, Cfp®'s interests?

David Williamson, Cfp® has interest in Writing, Building Stone Retaining Walls, Chess, Reading, Mentoring Young Financial Planners, Travel.

What skills is David Williamson, Cfp® known for?

David Williamson, Cfp® has skills like Financial Planners, Retirement Planning, Asset Allocation, Investments, Estate Planning, Strategic Financial Planning, Portfolio Management, Mutual Funds, Retirement, Financial Advisory, Small Business, Investment Advisory.

Who are David Williamson, Cfp®'s colleagues?

David Williamson, Cfp®'s colleagues are Whitney Kelley, Cfp®, Nicole Swanson, Michelle Carter, Cfp®, Dustin Smith, Cfp®, Katelyn Siegl, Jeff Karst, Cfp®, Brandon Martin.

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