Parent Investment Specialists -- Planning for the future is so much easier with a pro
Partnering with our Parent Investment Specialists is like having the best coach in the NFL throwing out game-winning plays as you take the field. While their combined experience in financial planning and investing gives them a deep knowledge of 529 college savings plans, their experience as parents is what sets them apart from the average investor. They'll work with you one on one to make sure you choose a plan that fits your investment style, your timeline, your goals, and your budget.
Scott C. Williams
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"Although I will surely miss tossing the boys up in the air listening to their laugh or hearing them scream as I growl like a bear and chase them into the crashing waves at the beach, seeing them become successful happy adults and parents will surely also be a very happy and rewarding time. I just can't wait until I can toss their kids in the air or chase them into the waves." |
As an investment specialist, Scott has over ten years of experience in helping clients achieve their financial goals through college, retirement, estate, and insurance planning. He joined the OneShare Investments team to concentrate on 529 college savings plans. He knows the ins and outs of dozens of different state-sponsored 529 programs, as well as the Federal and State tax advantages that are unique to each state and its residents.
As a parent, Scott has helped to raise funds for various local schools, clubs, and athletic organizations. He has also served as the PTO president of his sons’ public elementary school for five years, and has coached youth athletic teams for twelve years. He lives with his wife and two sons in San Francisco.
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