Over the last 17 years, through workshops and personal interviews, I've helped a great number of clients create a methodology to help reach three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer and distribution of assets in the most advantageous manner. Specifically, I can help you:

• Retire more comfortably
• Protect your assets and your financial future
• Plan your estate

Professional experience and education: 

•  Earned CFP® (CERTIFIED FINANCIAL PLANNER) certification
•  B. S., Finance, San Diego State University, 1990
•  Financial services industry, 1995 to present
•  Thirteen years of credit union financial planning experience, since 1999
  http://www.gncu.org/investments/investments/bj-willson.html