Sean Williams, Cfp®, Ricp®, Chfc, Clu Email and Phone Number
Traditional financial planning and wealth management tends to be overly complicated (sometimes needlessly so) and not overly engaging. But it doesn't have to be. Solutions without Sales to your problems of:-high taxes-financial independence-leveraging your business-protecting your loved ones-exiting your business-passing it downWhether you're just starting out or nearing the finish line, discover the guidance you deserve. Just be advised: No jerks allowed.
Cadence Wealth Partners
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PrincipalCadence Wealth Partners Mar 2024 - Present -
Senior Wealth AdvisorInstrumental Wealth Mar 2022 - Mar 2024Instrumental Wealth, LLC (Instrumental Wealth”) is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For more information about Instrumental Wealth, please contact us at www.instrumentalwealth.com or refer the SEC Website (www.adviserinfo.sec.gov). This platform is solely for informational purposes. -
Managing DirectorNorthwestern Mutual Jan 2014 - Mar 2022Milwaukee, Wi, UsAs a Managing Director for Northwestern Mutual, I specialize in aligning professionals with their passion in regards to career opportunities. Whether you’ve just graduated or are looking for a more satisfying career where you can make an impact on others, Northwestern Mutual may be the fit you’ve been looking for. As a Northwestern Mutual financial representative, you will build lasting relationships with clients and help them achieve their financial goals. In doing so, you’ll help solidify your own future as well. The career offers flexibility at a company where hard work is valued and rewarded. -
Director Of OperationsUnited States Marine Corps Nov 2011 - May 2014Washington, Dc, Us-Responsible for daily operations of the Institute, including the training of over 1000 students annually. -Developed a comprehensive student writing program; administered to and evaluated 400 students a year, saving the Institute $75K/year.-Developed a staff presentation skills course now required for all incoming instructor personnel. -
Operations OfficerUnited States Marine Corps Mar 2011 - Nov 2011Washington, Dc, Us-Developed training and tasked deployments for a battalion of 1500 Marines-Coordinated and planned the battalion's role in Operation Urban Thunder, a combined-arms, live fire exercise aboard Marine Corps Air Ground Combat Center (MCAGCC) in support of 7th Marine Regiment.-Rated as the top 10% among evaluated peers. -
Platoon CommanderUnited States Marine Corps Jan 2008 - Mar 2011Washington, Dc, Us-Responsible for the welfare and training of 50+ Marines and over $30 million of vehicles and equipment through two overseas deployments.-Planned and executed the integration of Landing Force Cooperation Afloat Readiness And Training (LF CARAT) platoon, consisting of 56 active and reserve Marines.-Planned and conducted a combined, joint amphibious assault in Indonesia and Thailand in coordination with Navy and foreign military personnel.-Led week-long bilateral AAV training, staff planning, & execution of a joint/combined amphibious beach landing in Thailand involving more than 20 AAVs & 300 infantrymen.-Developed, planned, and implemented an hour-by-hour schedule for Reverse Intermediate Location (RILOC), allowing for the Landing Force's proper turnover of $60 million of gear, equipment, and weapons and accountable retrograde of 300 Marines back to the U.S.-Deployed to the Republic of Georgia to provide infantry training and guidance to Company A, Georgian 31st Light Infantry Battalion, prior to their deployment to Afghanistan in support of Operation Enduring Freedom (OEF).
Sean Williams, Cfp®, Ricp®, Chfc, Clu Education Details
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University Of FloridaMaster Of Business Administration (Mba) -
The American College Of Financial ServicesRetirement Income Certified Planner -
The American College Of Financial ServicesChartered Financial Consultant -
The American College Of Financial ServicesChartered Life Underwriter -
University Of FloridaLinguistics -
Fmhs
Frequently Asked Questions about Sean Williams, Cfp®, Ricp®, Chfc, Clu
What company does Sean Williams, Cfp®, Ricp®, Chfc, Clu work for?
Sean Williams, Cfp®, Ricp®, Chfc, Clu works for Cadence Wealth Partners
What is Sean Williams, Cfp®, Ricp®, Chfc, Clu's role at the current company?
Sean Williams, Cfp®, Ricp®, Chfc, Clu's current role is Founder @ Cadence Wealth Partners | Re-think the Financial Planning Experience | For Entrepreneurs and Retirees that Hate Taxes.
What schools did Sean Williams, Cfp®, Ricp®, Chfc, Clu attend?
Sean Williams, Cfp®, Ricp®, Chfc, Clu attended University Of Florida, The American College Of Financial Services, The American College Of Financial Services, The American College Of Financial Services, University Of Florida, Fmhs.
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