Brock Williamson, CFP®
Brock graduated from Bucknell University with a Bachelor of Science degree in Business Management and then obtained his Master’s Degree in Finance from St. Joseph’s University. Brock started his career at SEI Private Trust Company where he was as an investment analyst working with high net worth investors. Brock was promoted to Regional Director over the Mountain West where he was responsible for direction and oversight of over $1B in client assets. Brock is also a CERTIFIED FINANCIAL PLANNER™. As founder and co-owner of Promontory Financial Planning his passion is helping families make better financial decisions and growing wealth in tax efficient and tax free ways. He loves playing catch and having fun with his kids, sports, golf, skiing and the outdoors.
Year CFP® Certification Received: 2009
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management
Typical Client Profile
Average Net Worth: $500,001 - $1,000,000
Average Income: $100,001 - $250,000
Average Age: 35-44, 65-74, Baby Boomers, 55-64
Profession: Self-Employed Business Owners
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