Walton Williams (CPA/PFS)

Walton Williams focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Walt Williams has been providing financial and tax planning for personal and small business clients for about thirty years.  He has a particular expertise in pension and employee benefit plans and has lectured extensively to professional groups and as a member of the faculty of the Foundation for Accounting Education and as an adjunct member at several local colleges.

Additional Information

As a successful CPA and personal financial specialist (PFS), Walt Williams has been providing tax and pension advisory services for clients in the Capital District Area since 1979.  He served on key committees of the American Institute of Certified Public Accountants (AICPA), including the Investment Committee and Insurance Committee, as well as the Retirement Committee which he chaired.  Walt now focuses solely on financial planning and investment management for clients in retirement and those nearing retirement.

NAPFA Start Date

January 26, 2005

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This Office

10 Maxwell Dr Ste 104B Clifton Park, NY 12065-2933 Phone: (518) 280-0030 Fax: (518) 280-0031