Eric Williams, CFP®
Financial Planner
Eric Williams, CFP® is a financial planner and part owner at AO Wealth Advisory. He focuses on executing financial plans and assisting clients.
Through his own family’s journey of paying off debt, Eric discovered a passion for helping families set goals, make financial plans and create healthy money habits. He is the author of “It’s Your Money” and also serves on the Midland Credit Union Board of Directors. In 2022, Eric was also elected onto the Urbandale Chamber of Commerce Board of Directors.
Raised in Belmond, Iowa, Eric started his collegiate education at North Iowa Area Community College and graduated from Simpson College with a degree in business management. Eric worked in transportation and marketing before finding his career in financial planning, joining AO Wealth Advisory in 2015.
Outside of work he enjoys biking and spending time with his wife and two children.