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    Brock Williamson, CFP®


    Promontory Financial Planning

    240 N East Promontory Ste 200
    Farmington, UT 84025-2950
    View on Map (801) 513-2545

    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

    Compensation Method: Fee Only
    Minimum Investable Assets: $50,000
    Languages: English
    Self-disclosed Focus Areas: 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 Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No
    Additional Disclosure Information: Visit FINRA and the SEC(for those who are subject to FINRA or SEC oversight)

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