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Allison Williams Email
COO, Partner . BWM Financial
San Diego, CA
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Employees:
23Revenue:
$2.4MAbout
BWM Financial is an independent, full-service financial planning practice based in San Diego, CA. Led by President Jeff Brown, the group provides business executives in the technology and biotech industries, engineers, enterprise business owners and individuals with comprehensive financial planning, tactical portfolio management and a regimented review process in order to work toward ensuring all financial affairs are current and organized. Just because you can do it on your own, doesn’t mean you have to. It’s our mission to help you become financially independent, so you’re free to determine the best use of your time, talent and resources. True independence starts with knowing how much money you’ll need today, to live comfortably for the rest of your life and most people don’t know where to start. Experience, the right questions and quality planning tools, allow Brown Wealth Management Group to seek to determine how much you will need and how to get there. That’s when the fun begins. We will help you view your assets as a tool to free up your time, support a worthy cause or pursue your passion. Everyone’s different. Let us know what’s most important to you. Then we’ll help you answer, “How much is enough?” Investment advice offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor DBA BWM Financial.BWM Financial Address
12340 El Camino RealSan Diego, CA