Joel S. Williams,  CFP<sup>&reg;</sup> - Financial Advisor

Joel S. Williams, CFP®

Ph.D.

OLIO Financial Planning

301 S. Main St., Ste 203
Blacksburg, VA 24060
FINANCIAL ADVISOR'S WEBSITE
(888) 553-2211
(540) 961-6706

General

Joel Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at OLIO Financial Planning in Blacksburg, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - InKnowVision IPPI, Macro Strategic Planner,

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources