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Robert Williams, CF2

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Robert Williams

Robert Williams

Certified Financial Fiduciary®

CF2 Since 2018
Apex, NC

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NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200051
Active Dates
Sep 11, 2018 – Sep 11, 2027
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About Robert Williams

Robert B Williams, CFF, CIC, CIC
 CFF-Certified Financial Fiduciary 
 CWS-Certified Wealth Strategist Practitioner
 CIC-Certified Insurance Counselor
 Financial Planner
Bob is the founder and President of Williams Wealth Management, an Independent Financial Planning, Investments and Insurance firm, based in Apex, NC. Williams Wealth Management was formed to serve families with independent financial planning excellence. With over two decades of experience in the financial services industry, Bob brings a prudent risk-managed approach to helping families work toward achieving their financial planning goals. Bob is an experienced Financial Planner, Investment and Insurance Professional, Certified Wealth Strategist® Practitioner, and Certified Insurance Counselor. In the community, Bob is active with Resurrection Lutheran Church, The Rotary Club and The Carolina Sailing Club. Personally, he enjoys time playing sports with his two sons and family time at home with his lovely wife.

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