John Williams, MBA, CFP®
Secure Your Castle, Achieve Your Dreams
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Serving Clients Nationwide
Secure Your Castle, Achieve Your Dreams
Areas of Focus
- Business Owners
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About John Williams, MBA, CFP®
John Williams is a CERTIFIED FINANCIAL PLANNER™ professional at Bautis Financial, where he helps individuals and families align their finances with their values, goals, and long-term vision.As a CFP® professional, John upholds the highest standards of financial planning and fiduciary responsibility – delivering advice that is thoughtful, personalized, and always in his clients’ best interests.
With a deep-rooted passion for financial planning and a commitment to making a meaningful impact, John takes pride in building long-term relationships and serving as a trusted guide through all stages of his clients’ financial journeys.
John’s career began in the running retail industry, where he spent 15 years helping business owners grow their revenue and operations. After owning his own retail business and earning his MBA in Finance, he made a purposeful transition into the financial services industry – a move that allowed him to combine his business experience and financial experience with his desire to help others in a more impactful way. He began his advisory career at MassMutual of Metro NYC before joining Bautis Financial.
John remains deeply engaged in the evolving world of wealth management. Whether he’s analyzing tax strategies, evaluating investment opportunities, or adopting new technology to improve the client experience, he’s always looking for ways to increase the value he delivers.
Though originally from New Jersey, John now lives in Jupiter, Florida with his wife Angela and their four sons. A lifelong runner and endurance athlete, he has completed multiple marathons and an Ironman triathlon, and continues to find joy in challenging himself both mentally and physically.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Primary Location
Jupiter, Florida
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Offers Advice-Only Services
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. This is Step 1 in our 3-Step Process – “Break the Ice.” This 15-minute consultation gives us the chance to introduce ourselves and understand your needs, expectations and goals. This is not a sales call. The purpose of this call is to determine if there is a potential fit between our expertise and your needs.Offers Investment Management
Yes
About Bautis Financial
Bautis Financial’s in-depth, personal approach to financial advice and guidance empowers you to make smarter financial decisions and achieve your goals more confidently. It’s about anticipating needs, mitigating risks and eliminating distractions to keep you moving along the right path.We take the time to genuinely understand your goals, values and concerns; develop strategies to amplify and preserve your wealth; and then put your plan into action.
🏆 The Retirement Fitness Challenge
Do you want to become financially fit enough to live the retirement of your dreams? Whether you want to cruise your way around the world, play the earth’s greatest golf courses or spend every second you can with your grandchildren, you’re about to make that possible by taking The Retirement Fitness Challenge.
🔍 Remove the Guesswork
We use cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Together, we can take the guesswork out of your financial future.
▶️ Let’s Get Started
We believe that client interests always come first. That’s why we seek to establish a personal connection with each and everyone. We offer a complimentary ‘Get Acquainted’ call to learn about your financial situation and see if our services are right for you.
Education
Saint Joseph's University, Bachelor of Science (B.S.), Food Marketing | La Salle University, Master of Business Administration (MBA)
Hobbies and Interests
- Cycling
- Family
- Running
- Swimming
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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