Shaun Williams CFP®
Shaun Williams is a D360 Wealth Advisor and Wealth Management Advisor, Wealth Management Services at Destination Wealth Management, bringing over a decade of experience in the investment industry. Known for his ability to build meaningful client relationships and provide tailored financial guidance, Shaun specializes in providing comprehensive wealth management services to high-net-worth individuals, family offices, and foundations.
Shaun began his career as a Financial Consultant Partner at Charles Schwab’s flagship Washington, D.C. office. After earning his CERTIFIED FINANCIAL PLANNER® certification he joined Ayco Family Office, a Goldman Sachs company. He later became a Private Wealth Advisor for a Chicago-based firm, where he focused on advanced estate planning strategies, managing their investment portfolio while addressing income and estate taxation. Most recently, Shaun worked at ICONIQ Capital’s Family Office, a venture capital firm located in San Francisco, serving clients including founders, CEOs, and prominent entertainers. His expertise included multi-entity structuring for privacy, asset protection, generational wealth planning, and optimizing balance sheets for taxes and opportunistic investing. Shaun also managed complex projects such as professional sports team acquisitions, private aviation contracts, personal security detail, and multi-property transactions.
Shaun earned his bachelor’s degree from Indiana University and his CFP® certification from Northwestern University. He resides in Pleasant Hill with his wife and daughter, enjoying family hikes, golfing, skiing, and exploring Northern California’s charming towns.
For more information about the CERTIFIED FINANCIAL PLANNER® certification, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
