anthony williams

Anthony C. Williams Obtains the Certified Wealth Strategist® Designation

FOR IMMEDIATE RELEASE

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Email: hayley@mosaicfa.com

CWS® Press Release

Tempe, AZ. June 6th, 2019 – Anthony C. Williams, CWS®, ChFC, MRFC, CLU, Mosaic Financial Associates is among an elite group of financial professionals obtaining the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients’ today.

Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management processes and the client communication skills needed to create and build a client-centric wealth advisory practice. The primary goal of the Certified Wealth Strategist® practice is to work as an effective partner for their clients with more complex wealth issues.

“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 client’s 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 of the Board, Cannon Financial Institute.

A graduate of Arizona State University Business School, Anthony is a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Master Registered Financial Consultant (MRFC) and now a Certified Wealth Strategist® (CWS). For over two decades, he has worked with specialty doctors and high net worth individuals addressing their unique issues. He is a featured keynote speaker on issues pertinent to Orthopaedic surgeons and teaching hospitals, including the California Orthopaedic Association, Orthopaedic Trauma Association and the American Academy of Orthopaedic Surgeons. This experience led to the emergence of their newest brand, the Orthopaedist Advisory Group, which provides Orthopaedic Surgeons and their families with strategies to accumulate wealth and help to lessen the overall risk for increased financial confidence.

The Certified Wealth Strategist® education and designation are administered by Cannon Financial Institute. The CWS® Board of Standards awards credentials to individuals who successfully complete initial and ongoing certification requirements. To learn more about this program visit www.cannonfinancial.com for details.

Securities and Investment Advisory Services offered through NEXT Financial Group, Inc. Member FINRA/SIPC None of the named entities are affiliates of NEXT Financial Group, Inc. Reference code: 2019-1364