Conejo Senior Resource Network | Team Members

PlanPrep, LLC

PlanPrep, LLC

Burt Williamson - Financial Strategist

PlanPrep presents financial planning for baby boomers and business owners, tax and cost efficient money management for any size portfolio, insurance solutions for life and long-term care needs

You just found an award winning, vastly experienced financial planner to help you make informed decisions about business, retirement, investment and insurance matters. Maybe, you just want a second opinion to confirm that you are well positioned.

Burt Williamson has helped thousands of people across the country to plan effectively for their financial goals since 1995. He is a Certified Financial Planner TM with an economics degree from Columbia University and an MBA from the University of Connecticut.

Burt had the benefit of the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut, where he began in 1995. He became a member of the Advanced Advisor Group in 1999, and won awards from his colleagues and the president of the company for his top-notch planning skills. He was named a master presenter and gave numerous seminars to American Express cardholders, many of whom became clients as a result.

Burt’s experience in estate and business planning with Hartford Life in 2003 lead to his being recruited in 2004 by LPL Financial (a large independent broker/dealer) to be their Senior Planning Specialist. Over 6,000 advisors from across the country had access to him to discuss their clients’ complex financial, estate and business planning matters.

Burt has had over 100 articles on a variety of financial matters published over the years, hosts a weekly radio show on money matters Saturday mornings at 10:30 am, and is available to speak on short notice on a variety of topics.

Phone: 800-588-0190
Cell Phone: 805-910-9657
Email Address:
Company Website:
Personal Website:
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  • 25 May 2018
  • Number of views: 226

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