Joseph R Williams

Chief Investment Officer at Wealthbridge Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Lake Oswego, Oregon, United States, US
Languages
  • German -

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Bio

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Credentials

  • APMA - Accredited Portfolio Management Advisor
    International College Of Financial Planning
    Oct, 2018
    - Oct, 2024
  • ChFC
    The American College of Financial Services
    Oct, 1984
    - Oct, 2024
  • CLU
    The American College of Financial Services
    Sep, 1977
    - Oct, 2024

Experience

  • Wealthbridge Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Investment Officer
      • Jul 2018 - Present

      ChFC®, CLU®, APMA® ChFC®, CLU®, APMA®

  • Financial Planners Northwest
    • President
      • Feb 1996 - Present

      Portfolio Manger and CEO of this Financial Planning and Wealth Management Firm. Financial Planners Northwest A financial advisory practice of Ameriprise Financial Services, Inc. Association with Ameriprise Financial Services, Inc. began October 2017 Portfolio Manger and CEO of this Financial Planning and Wealth Management Firm. Financial Planners Northwest A financial advisory practice of Ameriprise Financial Services, Inc. Association with Ameriprise Financial Services, Inc. began October 2017

  • Financial Planners Northwest, Inc.
    • President
      • Jan 1996 - Present

      Portfolio Manger and CEO of this Financial Planning and Wealth Management Firm. Portfolio Manger and CEO of this Financial Planning and Wealth Management Firm.

  • Legatus
    • Belgium
    • Business Consulting and Services
    • 1 - 100 Employee
    • Retired - Board Member - Chairman of the Finance Committee
      • Jun 2010 - May 2017

      I have finished my term for the Legatus Board of Governors. Great experience! I will miss the people and the work. I have finished my term for the Legatus Board of Governors. Great experience! I will miss the people and the work.

  • EAI Information Systems
    • United States
    • Software Development
    • 1 - 100 Employee
    • Founder and Chairman
      • 1986 - 1996

      Founded this Data Base management company and shepherded it through start-up and early years. Provided Capital for formation and acted as CEO from 1986 to 1992. Successfully sold to employees. Founded this Data Base management company and shepherded it through start-up and early years. Provided Capital for formation and acted as CEO from 1986 to 1992. Successfully sold to employees.

  • Westmark
    • Germany
    • Manufacturing
    • 1 - 100 Employee
    • President
      • 1986 - 1994

      As CEO of Westmark, Inc, led a team of over thirty employees that marketed and serviced financial products through major Banks. During that time, also acted as CEO of Westmark Securities a wholesale and retail stock brokerage firm. As CEO of Westmark, Inc, led a team of over thirty employees that marketed and serviced financial products through major Banks. During that time, also acted as CEO of Westmark Securities a wholesale and retail stock brokerage firm.

  • Washington Federal Savings
    • United States
    • Banking
    • 1 - 100 Employee
    • Executive VP
      • 1979 - 1986

      Created and managed the Subsidiary operations for the Bank in the areas of alternative financial products and insurance. Created and managed the Subsidiary operations for the Bank in the areas of alternative financial products and insurance.

Education

  • The American College of Financial Services
    CLU, ChFC, APMA, Finance and Insurance
    1974 - 1983
  • Olympic College
    None, Engineering and Finance
    1964 - 1969

Community

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