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Robert Williams

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Robert B Williams, CFF, CIC, CIC CFF-Certified Financial Fiduciary CWS-Certified Wealth Strategist Practitioner CIC-Certified Insurance Counselor Financial Planner Bob is the founder and President of Williams Wealth Management, an Independent Financial Planning, Investments and Insurance firm, based in Apex, NC. Williams Wealth Management was formed to serve families with independent financial planning excellence. With over two decades of experience in the financial services industry, Bob brings a prudent risk-managed approach to helping families work toward achieving their financial planning goals. Bob is an experienced Financial Planner, Investment and Insurance Professional, Certified Wealth Strategist® Practitioner, and Certified Insurance Counselor. In the community, Bob is active with Resurrection Lutheran Church, The Rotary Club and The Carolina Sailing Club. Personally, he enjoys time playing sports with his two sons and family time at home with his lovely wife.

Professional Experiences

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Professional Licenses

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Certified Financial Fiduciary ®

Education

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

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