Katie Williford, FPQP®
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONALSM
Katie Williford, FPQP® rejoined the CCMI team in 2022. As a paraplanner, her role is directly involved in financial planning. She often works with clients from start to finish in the planning process. She also provides direct support to advisors and clients in the area of portfolio and systems data management, ongoing internal and client related projects, and communicating with clients and advisors on follow up action items. She is currently working towards becoming a CERTIFIED FINANCIAL PLANNER® professional.
Katie holds a bachelor of science in food and nutritional science from San Diego State University and a masters in sport industry management from Georgetown University. After coaching lacrosse at the collegiate level and working in higher education admissions in Oregon, she happily returned to San Diego so the newest additions to the Williford clan, Ansley and Mackenzie, can be raised surrounded by family and friends.
“WORKING FOR CCMI IS AN HONOR AND A PRIVILEGE. EACH TEAM MEMBER DEEPLY CARES ABOUT OUR CLIENTS AND DILIGENTLY WORKS TO PROVIDE THE HIGHEST LEVEL OF SERVICE.”
Once upon a time, Katie and her husband Ben spent all their free time on a lacrosse field. Now their off-work hours are well spent with their daughters. They often frequent the San Diego Zoo and many of the parks that San Diego has to offer.
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