Professional
Christopher J. Williams
Wealth Management Advisor
Christopher J. Williams received his bachelor’s degree in communications from Canisius College of Buffalo New York in 1992. His qualifications include Long Term Care Certification (CLTC) in addition to earning the designation of Certified Financial Planner™ (CFP®) from the Certified Financial Planner Board of Standards Inc. He has been a Financial Representative with the Northwestern Mutual Financial Network since 1992 as well as a Registered Representative with Northwestern Mutual Investment Services, LLC since 1994.
Christopher works with individuals and families to develop the plan that best matches their financial objectives for the present and future. He enjoys working to create a plan that best fits each client’s individual needs and lifestyle. Christopher also works with small businesses in the area of employee benefit planning.
Distinctions and Certifications:
Bachelor of Arts in Communications
Graduated 1992 from Canisius College of Buffalo, New York.
Certified in Long Term Care (CLTC)
Received in January 2009 from the CLTC Board of Standards, Inc.
The "Certified in Long-Term Care" (CLTC) program is the long-term care insurance industry's only independent professional designation. Created in 1999, the course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
[[The CLTC designation which is owned by the CLTC Board of Standards, Inc. is not affiliated with or funded by any insurance sales or marketing organization. The quality of the program is evidenced by the granting of continuing education credits by all states as well as established programs such as the Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU®) designations. It has also been approved in those states that have set strict criteria for professional designations.]]
Certified Financial Planner™ (CFP®)
Received in September 2006 from Certified Financial Planner Board of Standards Inc.
The Certified Financial Planner™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
[[Certified Financial Planner Board of Standards Inc. owns the certification marks (CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.]]
Awards and Recognition:
- Million Dollar Round Table, Qualifying Member 2004, 2006-2009
- Strathmore's Who's Who 2006-2007 Individuals who have demonstrated Leadership & Achievement in occupation, industry, or profession.
- National Quality Award (NQA) 1996-2007
- National Sales Achievement Award (NSAA) 1998, 1999, 2004
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