James F. Williams

James Williams founded J.F. Williams Co., Inc. in 1995 to help people manage their money to tend to their life. His prior experience includes an extensive career in personal and estate tax planning and compliance management with a national accounting firm as well as providing income tax, property and excise tax compliance management and special finance planning for a variety of businesses.

He also has developed specialized expertise in managing retirement planning and other life transitions by participating in the Sudden Money Institute and similar professional networks.

Jim holds a bachelor’s degree in accounting from University of Southern Colorado, and a master’s degree in accounting with emphasis in taxation from Colorado State University. He is a retired CPA and CFP Board Emeritus™. He is a member of the FPA, NAPFA, the Personal Financial Planning Division of the American Institute of Certified Public Accountants, the Colorado Society of Certified Public Accountants, and the Rocky Mountain Estate Planning Council. He also has served on the Discipline and Ethics Commission of the Certified Financial Planner™ Board of Standards.