David X. Williams
David Williams is a financial advisor and insurance agent at Lucia Capital Group and has been part of the team since 2013. David holds a degree in business management and has spent the last 10 years building and growing multiple companies. He currently holds the following industry licenses: Series 7 and Series 66. He is also a licensed insurance agent.
As a financial advisor primarily serving the Las Vegas area, David provides comprehensive financial planning services for his clients. David is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).
Outside of work, David enjoys golfing, fishing, camping, and traveling.
Check the background for David Williams on FINRA's BrokerCheck.