Chantel Williams, CFP®

The AFP Group, LLC

Florida State University - College of Business

2003-2007
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About

Few people are blessed to find their true calling in life. I'm fortunate to be one of them. I get the opportunity to make a difference in the lives of our clients, their families and our community. Our branch team focuses on guiding women and their families toward their retirement and financial goals. We are committed to providing a comfortable environment for women to express themselves, ask questions and learn. Through education and advice, we empower our clients as they make important decisions for their financial goals. I understand that for many working professionals who are balancing the demands of work and family life, financial strategies can get pushed aside in the busyness of the day-to-day. We'll partner with you, your CPA, attorney and other professional partners to make your financial future our priority. Whether we're partnering together to develop strategies for you or your business, I want to understand what's important to you. What's keeping you up at night? From there, I'll use an established process to create a personalized strategy to help achieve your goals. We'll continue partnering together throughout your life to help keep you on track.

Chantel Williams, CFP® In Short

Chantel Williams, CFP(r) is a highly experienced professional with 2.8 years of work experience. She possesses strong leadership and public speaking skills, along with expertise in series 7, series 66, and 401k options. Based in Houston, Texas, Chantel is the Chief Operating Officer at The AFP Group, LLC, where she focuses on guiding women and their families towards their retirement and financial goals. She is dedicated to providing a comfortable environment for women to express herself, ask questions, and learn. Chantel's commitment to education and advice empowers her clients to make important decisions for their financial goals. She is dedicated to partnering with professionals to make their financial future their priority.

Chantel Williams, CFP®'s Professional Milestones

  • Chief Operating Officer (2021-01-01~): Optimized operational efficiency by implementing new processes and increasing cost-effectiveness.

Chantel Williams, CFP®'s Emails and Phone Numbers

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Work Experience

The AFP Group, LLC

Houston,Texas,United States

Financial Services

9
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Education

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Skill

Leadership

Public Speaking

Series 7

Series 66

401k Options

Asset Allocation Strategies

Asset Protection Strategies

Estate And Legacy Strategies

Financial Analysis

Financial Assessment

Portfolio Review

Risk Assessment

Wealth Strategies

Certification

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Frequently asked questions

What is Chantel Williams, CFP®'s email address?

We found 2 Chantel Williams, CFP®'s email addresses

What is Chantel Williams, CFP®'s phone numbers?

We found 1 Chantel Williams, CFP®'s phone numbers

Which social media profiles does Chantel Williams, CFP® have?

Chantel Williams, CFP®'s social media include: Linkedin, 

What company does Chantel Williams, CFP® work for?

Chantel Williams, CFP® works for The AFP Group, LLC

What is Chantel Williams, CFP®'s role in The AFP Group, LLC?

Chantel Williams, CFP®'s role in The AFP Group, LLC is Chief Operating Officer

Which industry does Chantel Williams, CFP® work in?
Chantel Williams, CFP® works in the industry of Financial Services
Who are Chantel Williams, CFP®'s colleagues?
Chantel Williams, CFP®'s colleagues are Corey Boerner,Qaadir Williams AAMS CRPC,gilbert baker
What is Chantel Williams, CFP®'s latest job experience?

Chantel Williams, CFP®'s latest job experience is Chief Operating Officer at The AFP Group, LLC

What is Chantel Williams, CFP®'s latest education?

Chantel Williams, CFP®'s latest education in Florida State University - College of Business

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Chantel Williams, CFP(r) is a highly experienced professional with 2.8 years of work experience. She possesses strong leadership and public speaking skills, along with expertise in series 7, series 66, and 401k options. Based in Houston, Texas, Chantel is the Chief Operating Officer at The AFP Group, LLC, where she focuses on guiding women and their families towards their retirement and financial goals. She is dedicated to providing a comfortable environment for women to express herself, ask questions, and learn. Chantel's commitment to education and advice empowers her clients to make important decisions for their financial goals. She is dedicated to partnering with professionals to make their financial future their priority.
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