Brock Williamson

CFP®
Retirement, Investing, Taxes
83%
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“Owner of Promontory Financial Planning, Brock Williamson helps families make better financial decisions. His goal is to provide clients with a clear vision of their financial goals and the resources needed to achieve them.”
Firm:

Promontory Financial Planning

Job Title:

Owner & Wealth Advisor

Biography:

Brock Williamson's passion is helping clients make better financial decisions and grow wealth in tax efficient and tax free ways. He often quotes, "It doesn't matter what you make, it is what you keep...after taxes." His focus is helping clients control what is controllable in financial decisions, which is individual investor behavior. He helps clients build their financial plan while considering the investment and tax rules associated with the strategy. After implementing, he continually monitors the plan and adjusts as necessary. This perspective keeps attitudes, efforts and decisions focused on achieving the ultimate goal of financial freedom.

Brock graduated from Bucknell University with a BS degree in Business Management and then obtained his Master's Degree from St. Joseph's University. He is a CERTIFIED FINANCIAL PLANNER™ and has the Series 65 license.

Brock started his career at SEI Private Trust Company in Oaks, PA where he was an investment analyst working with high net worth investors. Brock was promoted to Regional Director over the Mountain West where he oversaw over $1B in client assets. He then created his own firm Promontory Financial Planning. Promontory is a fee based Registered Investment Adviser (RIA) acting as fiduciary. All advice and planning is in the best interest of each client. Promontory works with individuals and institutions to help them achieve their financial goals. As lead adviser, Brock sets Promontory apart by providing excellent client service and extensive industry knowledge.

Brock is a very positive, optimistic and fun person that thoroughly enjoys life. He loves seeing clients receive an ROI (return on investment) but more importantly an ROL (return on life). He enjoys having a good time with his family and his hobbies include golf, skiing, and being outdoors.

Education:

BS, Business Management, Bucknell University
MSFS, Master Science Financial Services, Saint Joseph's University

Assets Under Management:

$50 million

Fee Structure:

Asset-Based
Hourly

CRD Number:

4876027

Disclaimer:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Promontory Financial Planning, LLC is a Registered Investment Advisor (RIA).  The content presented on this site is for educational purposes only and is not meant as an offer or solicitation for the sale or purchase of securities or services.  Investing involves risk and unless otherwise stated are not guaranteed. 

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    Career / Compensation, Choosing an Advisor, Starting Out
What are the differences between a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP)?
62% of people found this answer helpful

The difference is exactly what the names imply. The CFA (chartered Financial Analyst) is an analyst. The CFP (Certified Financial Planner) is a planner. CFA’s are usually employed by large mutual fund companies, hedge funds, or institutions that manage assets. They research a lot and analyze various investments for inclusion into portfolios. Typically, CFA’s just deal with the investment side of finance.  CFP’s work with individuals to create a specific plan across multiple financial topics including cash management, insurance, investments, retirement plans, tax planning, and estate.  Both of these designations are the top marks in the finance industry. The tests are extremely difficult and take dedication, commitment and lots of industry knowledge to successfully pass. The consumer of financial products that does not choose the DIY path should work with someone with either of these designations to ensure they are getting proper knowledge and advice.

Brock Williamson

April 2016
    Retirement, Asset Allocation
Where should I park my money?
50% of people found this answer helpful
July 2016
    Retirement, Retirement Living, Social Security
Are there social security loopholes that help retired senior boost their checks? Is there a deadline for individuals born before 1969 or is this a scam?
50% of people found this answer helpful
April 2016
    Choosing an Advisor, Mutual Funds
Is an index fund better than having to hire a financial advisor?
47% of people found this answer helpful
June 2016
    Financial Planning, Retirement, 401(k), Annuities, IRAs
Should I convert cash, an IRA and a 401K into a fixed annuity after retirement?
36% of people found this answer helpful
May 2016