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(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.
Asset Allocation Strategies
Asset Protection Strategies
Estate And Legacy Strategies
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Chantel Williams, CFP® works for The AFP Group, LLC
Chantel Williams, CFP®'s role in The AFP Group, LLC is Chief Operating Officer
Chantel Williams, CFP®'s latest job experience is Chief Operating Officer at The AFP Group, LLC
Chantel Williams, CFP®'s latest education in Florida State University - College of Business