Jacob Williams

Jacob Williams

Co-Founder & Senior Wealth Manager
Pasadena, California, United States

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Work Experience

Williams & Novak Wealth Management, LLC.

Co-Founder & Senior Wealth Manager

2019-03-01 - Present

Charles Schwab

VP - Senior Financial Consultant

2007-01-01 - 2019-03-01

CENTURY 21®

Real Estate Agent

1996-02-01 - 2000-08-01

US Navy

Avionics Technician

1990-01-01 - 1996-01-01

Skills

retirement planning tax planning risk tax assessment cash flow planning risk tax advice

Languages

No Languages Available