Paul Williamson
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
1515 Indian River Blvd Ste A241, Vero Be...Phone Number
(772) 492-8894Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Paul Williamson
Paul Williamson, CFP®, RICP®, AIF®, specializes in retirement income planning and investment management. With more than 22 years of experience helping to position and guide clients to the retirement they desire, Paul decided to partner with Commonwealth Financial Network and start his own independent firm in 2009. Paul graduated from Westfield State College, Westfield, Massachusetts, in 1991 with a bachelor's degree in business management. In June 1996, he earned a Certificate in Financial Planning from the College for Financial Planning in Denver, Colorado. In September 1996, he successfully completed the two-day exam to earn his CERTIFIED FINANCIAL PLANNER certification. In 2010, he earned the Accredited Investment Fiduciary ® (AIF®) designation. In 2016, he earned the Retirement Income Certified Professional® (RICP® ) designation from the American College. He also holds FINRA Series 7 and 66 registrations as an investment adviser representative of Commonwealth Financial Network®, asRead more
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Paul Williamson, CFP®, RICP®, AIF®, specializes in retirement income planning and investment management. With more than 22 years of experience helping to position and guide clients to the retirement they desire, Paul decided to partner with Commonwealth Financial Network and start his own independent firm in 2009. Paul graduated from Westfield Stat... Read More
