About Us

Are you looking for an award winning, vastly experienced financial strategist to help you or your clients make informed decisions about business, retirement, investment and insurance matters? Well, you found him.

HISTORY

Burt Williamson has helped thousands of people across the country to plan effectively for their financial goals since 1995. He is a Certified Financial Planner TM with an economics degree from Columbia University and an MBA from the University of Connecticut.

Prior to becoming a Financial Strategist, Burt was an interior designer in his family’s iconic business in Old Greenwich, CT. His father, Fred Williamson, Jr., had the conviction that Burt needed to learn the business from the ground up. His dad had him work with the various contractors to learn their unique crafts. This helped Burt refine his design specifications and communication skills. Applying this same bottom-up education process enabled him to build his knowledge and skill set for providing exceptional financial advice.

Burt had the benefit of the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut, where he began in 1995. He became a member of the Advanced Advisor Group in 1999, and won awards from his colleagues and the president of the company for his top-notch planning skills in 1999 and 2000. He was named a master presenter and gave numerous seminars to American Express cardholders, many of whom became clients of the advisors in attendance.

Burt’s experience in estate and business planning with Hartford Life in 2003 lead to his being recruited by LPL Financial in 2004 (a large independent broker/dealer) to be their Senior Planning Specialist. Over 6,000 advisors from across the country consulted with him about their clients’ complex financial, estate and business planning matters.

Burt has had over 100 articles on a variety of financial matters published over the years, been on various radio shows, and is available to speak on short notice on a variety of topics.

Note that PlanPrep and Burt Williamson work in conjunction with your tax and legal advisors to create your financial and business strategies.

 

REGISTRATION & LICENSING

PlanPrep is a Registered Investment Adviser with the State of California.

PlanPrep’s CRD #139300

Burt’s California Insurance License # 0D33315