Jim Williams, CFP Emeritus®, Retired CPA

Retired Founder

Jim Williams founded J.F. Williams Co., Inc. in 1995 to help people manage their money to tend to their life. His prior experience includes an extensive career in personal and estate tax planning and compliance management with a national accounting firm; as well as providing income tax, property and excise tax compliance management and special finance planning for a variety of businesses. 

While J.F. Williams Co., Inc. serves a wide range of clients, Jim’s experience in multi-sized, profitable organizations affords him insight and empathy for the particular concerns of corporate executives, public practice CPAs, small business professionals and their families. He also has developed specialized expertise in managing retirement planning and other life transitions by participating in the Sudden Money Institute and similar professional networks.

Jim holds a bachelor’s degree in accounting from the University of Southern Colorado and a master’s degree in accounting with an emphasis in taxation from Colorado State University. He is a retired CPA and CFP Emeritus® . He also served on the Discipline and Ethics Commission of the Certified Financial Planner Board of Standards.

Jim retired from J.F. Williams Co., Inc. on June 30, 2023.