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

Garth A. Williams, CFP®

Financial Advisor

Honu Wealth Management

10080 N Wolfe Rd, Suite SW3-200
Cupertino, CA 94015
FINANCIAL ADVISOR'S WEBSITE
(866) 888-4668
+1 More Number
(650) 917-3400
CONNECT WITH Garth
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General

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

Financial Advisor Overview

Our Wealth Management services combines financial planning and investment advisory services into a single fixed quarterly fee service that offers a tremendous value to our high-net worth clients. Instead of having to pay a percentage of your assets, you have a fixed quarterly fee. If you already have a substantial asset base, this service can save you thousands of dollars compared to traditional Assets Under Management (AUM) services. It also reduces conflicts of interest, ensuring that our advice is aligned with your best interests. You get all of our financial planning and investment advisory services with independent, fiduciary advice and the personal service you deserve.

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Financial Advisor Experience

32 years in Financial Services. The last 20 years Fiduciary only Investment Advice (No Broker-Dealer affiliation).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Women's Finances

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Helpful Financial Planning Resources