Reid Williams, CFP®
Financial Advisor
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Born and raised in Orange County, CA, Reid Williams is a seasoned financial advisor with over a decade of experience, having started in the industry in 2014. He specializes in retirement planning, risk mitigation, comprehensive financial planning, and tax-efficient investing. Reid is passionate about educating his clients, empowering them with the financial knowledge needed to make informed decisions. With a client-centered approach, he is dedicated to helping individuals and families achieve their short- and long-term financial goals through personalized, strategic planning.
Education & Affiliations
B.A. College of Business and Economics, Cal State University Fullerton 2015
Certified Financial Planner ™ professional
Securities Licenses: 7, 63, 65
California Insurance License #OL50620
Meet Reid...
Being born and raised in Orange County, California, marked a new chapter for my family. My mother was born in Canada to my Maltese grandparents, who immigrated in search of a better life and greater opportunities for their children and future generations. My grandfather—a role model of hard work and disciplined spending—deeply influenced my values from an early age.
I attended California State University, Fullerton, where I earned a bachelor’s degree in Finance with an emphasis in Financial Planning. While in college, I worked at Wells Fargo—first as a teller, then as a personal banker. This experience laid a strong foundation in financial services and introduced me to financial planning from the perspective of a large institution. However, I soon realized that I wanted to pursue a more personalized, independent approach.
From 2016 to 2019, I served as a financial advisor at an independent financial planning firm, further refining my skills and deepening my commitment to client-focused planning. In 2019, I met Mark Weber and joined Weber Wealth Advisors. Their values and mission closely aligned with mine—particularly the emphasis on continuous learning, integrity, and long-term relationships.
I married my wife, Tori, in 2021, and we have since added two children to our family.
Rooted in California. With You Across the Nation
Proudly Serving Our Community
For nearly four decades, we’ve been honored to serve our clients—and give back to the community that’s supported us. A portion of our revenue goes directly to local events, fundraisers, and causes that strengthen the place we’re proud to call home.
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