Gene Williams, Jr.

Founding Partner

Granite Bay Financial Strategy was founded by Gene Williams, Jr. in 1999.  His career began in 1978 at Merrill Lynch and he has continued to offer financial services to his private client group for the last 41 years. Active Licenses include Series 7, 63, 65, 24, and 27.  He is also actively licensed for Life and Disability Income Insurance in CA and other states.  

Educational background includes a Bachelor of Science degree in Finance with a minor in Economics from CA State University at Sacramento and an MBA from Arizona State University. Mr. Williams is married with three daughters, and is a past president of the Granite Bay Rotary Club.
 
 
CA Insurance Lic. # 0762207
 
Phone (916) 780-5296