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Barbara J. Williams, CFP®

Financial Focus

1903 Wright Pl
Ste 150
Carlsbad, CA 92008
Phone: (760) 431-3040
Fax: (760) 931-5719

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Household Income Minimum: $75,000
Investable Asset Minimum: $350,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Long-term Care
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.