Garth A. Williams,  CFP<sup>&reg;</sup> - Financial Advisor

Garth A. Williams, CFP®

Financial Advisor

Honu Wealth Management

1307 S Mary Ave STE 101
Sunnyvale, CA 94087
FINANCIAL ADVISOR'S WEBSITE
(866) 888-4668
(650) 917-3400

General

Garth Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Honu Wealth Management in Sunnyvale, CA and the surrounding communities.

Financial Advisor Overview

I help people turn their dreams into reality by providing unbiased financial planning and non-conflicted investment advice. Unbiased financial planning lays the groundwork for reacting to the critical financial events in your life. Non-conflicted investment advice makes sure you don't pay any of the estimated $17 billion* a year in excess costs caused by conflicted advice. *Council of Economic Advisers. February 2015. "The effects of conflicted investment advice on retirement savings."

More

Financial Advisor Experience

24 years in Financial Services. The last 10 years Non-Conflicted Investment Advice (No Broker-Dealer affiliation).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, HI

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Retirement, Long-term Care

More

Helpful Financial Planning Resources