Interview with Burt Williamson Founder of PlanPrep

Burt Williamson was fortunate to have had the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut when he started as a financial planner in 1995. He became a member of the Advanced Advisor Group in 1999 and won awards from his colleagues and the president of the company for his top-notch planning skills in 1999 and 2000. He was named a master seminar presenter and gave numerous presentations to American Express cardholders, many of whom became clients.<br /><br />Burt later joined LPL Financial (a large independent broker/dealer) as their Senior Planning Specialist in San Diego in 2004...