Kathy Williams, RFC®
Fiduciary Financial Guidance for Professionals, Women Business Owners & Families
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Serving Clients Nationwide
Fiduciary Financial Guidance for Professionals, Women Business Owners & Families
Areas of Focus
- Business Owners
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Taxes
- Women & Wealth
About Kathy Williams, RFC®
Hi, I'm Kathy Williams, RFC®, Founder and CEO of Advance Financial Lighthouse. As a respected wealth manager and speaker with over 35 years of experience, I lead with a mission that is both professional and deeply personal — I do not just manage wealth. I guide the people behind it.I hold a degree in Organizational Leadership with a minor in Psychology from Southern Nazarene University — a foundation that shapes everything about the way I work. I am Series 7, 65, 26, and 6 licensed, hold the RFC® designation as a Registered Financial Consultant, and serve every client as a fiduciary, always acting in their best interest.
My influence extends well beyond my client relationships. I have been recognized twice as a nominee for The Journal Record’s Woman of the Year — one of Oklahoma’s most prestigious business honors — a distinction that reflects the trust, respect, and impact I have earned in both my industry and my community. My insights and expertise have been featured in Black Enterprise, The Journal Record, The Oklahoman, and local television stations across Oklahoma City.
As a committed community leader, I have served on the boards of the Institute for Child Advocacy, the Oklahoma Council for Economic Education, and the Oklahoma State Chamber of Commerce. These roles reflect something I believe deeply — that financial strength is not just personal. It is communal. And that those who have been given expertise have a responsibility to invest it back into the world around them.
I live in Oklahoma City with my husband of over 40 years. I am the proud mother of three children, two new Sherman Sheppard puppies, grandmother to four grandchildren, and devoted companion to two grand dogs. Family means everything to me. Outside of work, I find joy in travel, the arts, documentaries, genealogy, dancing, music, exercise, and meaningful conversations. At the center of it all is my faith — a close, enduring relationship with the Heavenly Father that grounds everything I do, personally and professionally.
Professional Designations
- Registered Financial Consultant (RFC)
Primary Location
4334 NW Expressway Suite #268, Oklahoma City, OK 73116
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Advance Financial Lighthouse
Advance Financial Lighthouse is a Fee-based Fiduciary Financial Advisor in Oklahoma City, Oklahoma — serving women, families, small business owners, federal employees, retiring military, and those navigating sudden wealth since 1996.We proudly serve Black women entrepreneurs and professionals who are building wealth, growing businesses, and creating a legacy on their own terms.
We understand that money is emotional, practical, and complicated. Our approach goes beyond managing portfolios — we navigate the emotional, practical, and complex side of financial life with genuine care, deep expertise, and an unwavering commitment to your best interest.
Our values-based wealth management firm provides comprehensive financial planning, retirement planning, and investment management — helping you build, protect, and pass wealth to the next generation.
With more than 30 years of experience, I’ve helped clients turn complex financial goals into clear, actionable strategies rooted in their values, purpose, and peace of mind. I’m more than a wealth manager — I’m a transformational guide committed to helping people see what’s truly possible for their future. My purpose is to help people live better lives and have more dignity — by guiding them toward wisdom, purpose, and financial confidence.
I lead with three core strengths:
▪️ Empathy and care — I bring genuine compassion and trust to every relationship.
▪️ Emotional intelligence — I help clients navigate both opportunities and challenges with self-awareness and confidence.
▪️ Forward thinking — I anticipate change and design strategies that help people thrive in uncertain times.
My approach combines education, insight, and strategy so each client can make decisions that reflect who they are and what they stand for.
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Education
Southern Nazarene University, Bachelor's degree, Organizational Leadership | University of Pittsburgh, Psychology
Hobbies and Interests
- Church
- Dancing
- Exercising
- Family
- Music
- Traveling
SEC Lookup
View DisclosureWho We Serve
- BIPOC
- Business Owners
- Dual Income Family
- Families
- Government Employees
- Intergenerational Families
- Parents
- Single Women
- Veterans
- Women in Transition
- Women Professionals
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