John David "JD" Williams

His Story

JD is the epitome of outstanding customer service, and he has brought his expertise and heart in his role as a Junior Financial Advisor at OFI.  JD loves to help in any capacity but found his true passion assisting clients with their financial planning needs.  JD touches every part of the client process, especially the financial plans.  He is responsible for creating, maintaining, updating and optimizing client financial plans and he takes his job very seriously.  Talk to any OFI client and they will sing JD’s praises; he is beloved at OFI by team members and clients alike.  OFI is truly blessed not only to have a mind like JD’s, but his passion and kind heart have a daily impact on everyone he interacts with.  
   
JD graduated in 2009 with a Bachelor of Music in Performance from the Musicians Institute in Los Angeles, California. He is currently enrolled in the Personal Financial Planning program at the University of California, Irvine, completing the required courses so that he can sit for the CERTIFIED FINANCIAL PLANNING™ national exam.  JD also attends regular education through the Financial Planning Association.  

JD has over a decade of experience working for the Capistrano School District serving students with special needs as an Independence Facilitator.  In addition, JD also held a position at the prestigious Ritz Carlton in Laguna Niguel, California during the evenings. While working at the School District, JD learned enduring, patience, compassion and care.  While at the Ritz, JD mastered exceptional customer service and suffice to say his leadership did not want him to leave.  He was the hardest working and most caring member of their team.  It was during this time that Casey Witters, President & CEO of OFI noticed JD’s passion and affinity for finance and invited him to join her firm.

JD hit the ground running at OFI and hasn’t looked back, working his way up from a Client Relations Representative to a fully licensed Junior Financial Advisor.  JD is the go-to team member for everything to do with client financial plans, he is also well versed in employer retirement plans, business owner planning, and execution of financial plan actions.

In his leisure time, JD enjoys running, playing guitar, and exploring history. You can often find him running in Laguna Niguel or El Moro Canyon in the mornings and spending time with his family in Laguna Niguel in the evenings.

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JD Williams' Areas of Focus​​

• Holistic, Goals-Based Financial Planning

• Lifetime Retirement Income Planning

• Employer Retirement Plans

• IRAs & IRA Strategies

• Estate Planning Strategies

• Services for Business Owners & Executives