UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
3yrs
Beth Williams
Financial advisor at Future Wallet
Beth Williams has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Walnut Creek, California. Beth joined Future Wallet in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Future Wallet reports being paid through hourly fees and flat fees.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeWalnut Creek, CA
FirmFuture Wallet
How the firm is paid ?Hourly, Flat fee
States licensed ?2 states
Services through Future Wallet
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowFuture WalletCurrent firm
Contact Beth
(510) 859-3573Future Wallet main office Walnut Creek, CAOffice · Get directions Firm websitewww.futurewallet.coIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Beth
Tailored to Beth’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Beth
How do I contact Beth?
Call Future Wallet at (510) 859-3573 and ask for Beth Williams. Beth works from the Walnut Creek, CA office.
How long has Beth been a financial advisor?
Beth has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Beth hold?
Series 65. Tap any license on this page to see what it allows.
Is Beth a fiduciary?
Beth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Beth paid?
Future Wallet reports being paid by hourly fees, flat or fixed fees. Ask Beth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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