Williams Wealth Management


  • CWS - Certified Wealth Strategist® Awarded to local financial planning firm



    Robert Williams, President of Ai Financial, Inc. obtains the Certified Wealth Strategist® industry designation

    (Apex, NC) Robert Williams, Pres. of Ai Financial, Inc. is among the first 1000 professionals obtaining the wealth management skill set of the future. The Certified Wealth Strategist® designation, administered by Cannon Financial Institute, recognizes those individuals completing thorough study of the issues surrounding effective wealth advising to comprehensively address clients’ wealth management needs.

    Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management know-how and the critical client communication skills to create and build a wealth advisory practice that works effectively for clients with more complex wealth issues. These professionals strive to become their clients’ trusted advisor.

    “The creation of the CWS® designation was in response to a need in the industry for a practical, application-based certification program for financial professionals. Specifically, in volatile times like the present, a respected financial service professional requires the skill set of a “trusted advisor”. Defined as an advisor with not only the competencies to understand their clients specific wealth needs but the conversational skills to communicate it in a way that the client comprehends. Completing this designation distinguishes the recipient for their commitment to their clients’ financial future,” said Phil Buchanan, Chairman, CWS® Advisory Board and CEO, Cannon Financial Institute.

    “I really love what I do, and enjoy being able to help good families every day” said Mr. Williams. “Particularly during challenging times, we are very fortunate here at Ai Financial, Inc. – Williams Wealth Management to be able to continue to bring independent excellence for our clients. Working with higher net worth families as we predominantly do, the CWS® certification program has really helped hone specific excellence in some key Wealth Management Issues, critical to my typical clients’ continued short and long-term success”. Mr. Williams began his career in the Financial Services industry on the company side in 1990 with the Harford Mutual Insurance Company where he spent 9 years training representatives, and in 1999, he began helping families and business owners directly with their personal Investments, Insurance, Financial Planning and Wealth Management Issues. Today, he serves locally in the Cary and Raleigh areas both as a volunteer and professionally. Mr. Williams is the Past Congregational President of Resurrection Lutheran Church, Cary and is President and owner of Ai Financial, Inc – Williams Wealth Management here in Apex, NC. www.aifinancial.net

    To obtain the Certified Wealth Strategist® certification one must go through a comprehensive blended-approach to learning. The program consists of 4 days of classroom training, months of directed study, video (including textbooks & study guides, e-learning lessons, technical tests) and completion of a final Capstone project. The entire study takes approximately six months to complete. The designation is awarded upon the successful completion of the entire program and passing of the Capstone project. The Certified Wealth Strategist® education and designation are administered by Cannon Financial Institute, in which the CWS® Board of Standards awards to individuals who successfully complete initial and ongoing certification requirements.

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