Frederick Williams
Vice President – Advanced Markets
Frederick Williams helps successful business owners address the financial challenges that profitability alone doesn't solve.
As Vice President of Advanced Markets at Bolt Global Business & Insurance Solutions, Frederick focuses on helping established business owners, medical practice owners, entrepreneurs, and high-income professionals improve their long-term financial position while protecting the businesses and families that depend on them.
His areas of focus include tax-advantaged retirement strategies, cash balance and defined benefit plans, executive benefits, key employee retention, business succession, exit planning, and financial protection strategies.
Frederick brings experience as a Registered Representative, Investment Adviser Representative, licensed insurance professional, and Branch Office Supervisor. He holds an MBA in Finance and Accounting from Stanford University's Graduate School of Business and a Bachelor of Science in Economics from Caltech.
His approach emphasizes understanding each client's unique circumstances, identifying financial opportunities and risks, and working collaboratively with tax, legal, and other qualified professionals to develop appropriate strategies.
His philosophy is simple: Understand the problem first. Develop the strategy second. Select the financial solutions last.
Based in Greater Los Angeles, Frederick serves clients throughout California.