Allison Williams, CFP®

Since 2006, I’ve worked on the Stratos Private Wealth team of premiere stewards and most trusted wealth advisors for San Diego’s affluent families. Our goal is to empower our clients to live the life they want and offload the details to us. We’re successful by enacting smarter strategies and a more rigorous, reliable process to build long-lasting relationships.

--COO, Stratos Private Wealth, engineering runs in my blood As an engineer at heart, I design high touch and high tech solutions for the clients of SPW, paying particular attention to time efficiency and accuracy. These optimized, automated solutions remove human error where possible, allowing my team to expand the human touch and personalized strategies where it adds discernable value. I’m also proud to have spearheaded SPW’s pledge to community service, engraining philanthropy into our corporate culture and values.

--Certified Divorce Financial Analyst, supporting women taking control of their finances After spending a decade in the industry and witnessing the lack of effective, thoughtfully-designed financial services directed towards women, I decided I could be a better resource to women in transition, who might not have taken the lead in their finances before. Working with a highly-capable team and a female perspective, I provide a uniquely supportive service during this life transition.

-- CERTIFIED FINANCIAL PLANNER™ practitioner, crafting a plan CERTIFIED FINANCIAL PLANNER™ is the basis for understanding wealth and investment management. Our team helps clients build the ideal plan through extensive financial knowledge and, using this credential, I shepherd that plan through practical constraints such as investment custodians, regulatory limits, and real-world logistical challenges.

-- BS in Applied Mathematics, Kansas State University My background in math theory, statistics and actuarial studies provides a solid technical foundation for my analysis and solution development.

-- Outside of Work I spend my time in North County with my wonderful daughter, son and husband. I love DIY anything, gluten-free cooking and live music.

Want to learn more about Stratos Private Wealth? You can checkout the links below or poke around our website, www.stratosprivatewealth.com