John Williams,ChFC®, CLU®, TEP
Founder and C.E.O. at Capital Formation Group, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Wellesley Hills, Massachusetts, United States, US
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Experience
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Capital Formation Group, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Founder and C.E.O.
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1985 - Present
Founder of CFG companies (Capital Formation Group, Inc. and Capital Formation Insurance Agency, Inc. ) and Family Capital Trust Company. Currently serves as C.E.O. of Capital Formation. CFG provides independent financial and estate planning, insurance and investment management for individuals and companies. I am also a co-author of the 2017 book, Life Insurance 10X and the author of the 1994 book, Charitable Estate Planning. You may find a copy of the chapter I wrote in Life Insurance 10X here: https://capformgroup.com/life-insurance-10x/. Show less
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Education
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The American College of Financial Services
Chartered Financial Consultant and Chartered Life Underwriter -
1977 - 1982
Boston College School of Theology and Ministry
Master of Theological Studies -
1974 - 1975
Creighton University
B.A.
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