PlanPrep

We make financial planning easy for you

Burt Williamson is the founder of PlanPrep and a Certified Financial Planner TM Professional (CFP®), and has developed a unique method that makes it easy for you to get started with financial planning.

Burt had the benefit of the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut, where he bagan in 1995.  He became a member of the Advanced Advisor Group and received awards for his exceptional planning skills.

      Burt has an economics degree from Columbia University, an MBA from the University of Connecticut, and a CFP®.

PlanPrep LLC and Burt Williamson are registered as an Investment Adviser with the State of California - CRD #139300
Burt's California Insurance License # 0D33315

Note that PlanPrep and Burt Williamson do not provide tax or legal advice, but we can work with your advisors in conjunction with them to create your financial and business plans in the most effective manner.

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What We Do 

Financial Planning - Using our online Wealth Management System and proprietary planning method to help you plan for goals, such as:  Retirement, Business Succession, Estate and Legacy, Charitable Giving and College.  There may be a fee for this service.

Investment Management - Employing strategic and tactical investment management within constraints that we specify together.  There is a management fee for this service.

Life and Long Term Care Insurance Solutions - Tailored to your unique situation.  No fee for this service, but a commission may be earned by us if you decide to place your insurance through us.

Financial Empowerment Classes - For individuals and financial advisors.  Some of these classes are free and some will have a fee.


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Contact:

PlanPrep
5195 Corte Estima, #110
Camarillo, CA 93012
map

(805) 910-0870

PlanPrep.com