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Jimmy J. Williams
Financial expert with strategic planning and personal finance expertise.
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Location
Tulsa, Oklahoma, United States, US
Skills
- Strategic Financial Planning
- Estate Tax Planning
- Tax
- Estate Planning
- Financial Planners
- Show all
Bio
Generated by
Topline AI
Jimmy J. Williams is a seasoned financial expert with expertise in strategic financial planning, estate tax planning, and personal finance. He holds multiple certifications, including Personal Financial Specialist (PFS), Certified Financial Planner (CFP), and Certified Public Accountant (CPA).
Credentials
-
Personal Financial Specialist (PFS™) Credential
Association of International Certified Professional AccountantsMar, 2020- Apr, 2026 -
Certified Financial Planner (CFP)
CFP Board -
CPA (Certified Public Accountant)
AICPA -
PFS (Personal Financial Specialist)
AICPA
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Industry Focus. “Accounting and Auditing”
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