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    Brock Williamson, CFP®

    Contact

    Promontory Financial Planning
    http://www.promontoryfp.com

    240 N East Promontory Ste 200
    Farmington, UT 84025-2950
    View on Map (801) 791-1081

    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: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: $50,000
    Languages: English
    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

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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