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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Client Centered

Client Centered

Helping families and small business owners gain confidence in their financial future with a strategic financial road map.

Alan K. Williamson

Alan K. Williamson, ChFC®

Financial Consultant - Retirement Planning Specialist

(831) 277-0697

Our Team

Impact Wealth Management

Impact Wealth Management

I'm proud to be part of Impact Wealth Management.  We are a full-service wealth advisory practice comprised of a group of deeply committed professionals who deliver exceptional guidance and a personalized client experience to a select group of individuals, families, and owners of closely held businesses both locally and around the country.