Financial Action, Inc. is happy to introduce you to Brandon Williams as an Investment Adviser Representative! While I tell you a little about him and his financial industry experience, l’ll try not to embarrass him:
Brandon holds a Bachelor’s Degree from Colorado State University and has nearly 10 years of industry experience, including 4 years of supervisory responsibilities over teams of financial advisers. He became a CRPC® (Chartered Retirement Planning CounselorSM) in 2018 and is currently a Candidate for CFP® certification (Certified Financial Planner™). Ensuring his family has a strong financial plan in place is what drives Brandon’s desire to help his clients achieve financial security. Whether it’s creating a budget for the first time or making preparations for retirement, he is passionate about partnering with his clients through every step of the financial planning process. Our company will not only benefit from his expertise, we are humble and lucky to have him join us!
Brandon, his wife, Ashlee, and their six children live in Falcon, CO. Outside of work, you can find him at his kids’ baseball, softball, and soccer events, or continuing to stay active in the sport he grew up playing – ice hockey.
Please help us welcome Brandon!