Burt Williamson

LIFE INSURANCE & LONG TERM CARE STRATEGIES: Are you looking for an award winning, vastly experienced financial expert to help you make informed decisions about your insurance decisions? You found him..

MBA, CFP at PlanPrep - Advice for Life in San Mateo, CA

About

Contact
Click for phone number
(650) 730-6175
Address
P.O. Box 82 in San Mateo, CA 94401
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Katie
Answered by Elizabeth Beagle, Insurance Agent in Burbank, CA
Some agents would state you need 12 to 14 percent of your annual earnings in life insurance. I believe there are more practical ways of determining the right amount of...
Q&A
Asked by John
Answered by Nancy Greenwood, Insurance Agent in Methuen, MA
A life insurance company can cancel your policy for non-payment of the premium or for material misrepresentation. Each life insurance contract will have a provision a...
Q&A
Asked by Noah Staitman
Here is a super simple way to know how much is the right amount. Look at how much it cost to get your family through the last month of life (shoes/food/insurance/all o...
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Specialties

  • Life
  • Long-term care
  • Other

Servicing

Credentials

Licenses

Life & Long Term Care Insurance - California Only
License # 0D33315
Registered Investment Advisor
License # 139300

Certifications

Certified Financial Planner

Accomplishments

Awards

QUALITY OF ADVICE AWARD - FOR EXCELLENCE IN FINANCIAL PLANNING
Quality of Advice Award - FOR EXCELLENCE IN FINANCIAL PLANNINg
President's Award - for excellence in financial planning

Publications

Articles & Blogs on a variety of financial topics

Speaking Engagements

Seminars for Managing Money for Life

Background

Experience

Financial strategist

Education

Columbia University
uNIVERSITY OF cONNECTICUT