John Williams
CERTIFIED FINANCIAL PLANNER™
862-205-5800
[email protected]
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.
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.