About Lucila Williams

Founder of LOTUS Financial Partners

Lucila Williams is the founder of LOTUS Financial Partners. Lucila became a financial professional in 2004 shortly after finishing her time in the Army as a Korean linguist. Lucila said was fortunate to have the GI Bill pay for both my college education and my CFP^® certification. In 2012 after 8 years as a financial professional, she went independent and founded LOTUS Financial Partners with her side-kick Colleen. Two years later, she met her husband, convinced him to quit his corporate CPA job, and join the team.

Lucila’s mission is to help their clients live more SECURE, FREE and MEANINGFUL lives. Financial planning isn't just about money to her team , it is about helping clients clarify their dreams, empowering them with a plan, and partnering with them long-term to help them accomplish their goals.

Lucila says she splits her time between serving her clients, running the practice, and industry consulting. She works with clients from a variety of backgrounds, but is especially passionate about doing planning for and with women. Growing up with a widowed mother showed Lucila that often planning for couples is ultimately planning for women.

Lucila has a Bachelor of Science in Business Management, is a Certified Financial Planner (CFP^®) professional, holds the Chartered Financial Consultant (ChFC^®) Designation, has a FINRA Series 6, 63, 65 Securities Registrations, and State Life, Health and Long-Term Care Insurance Licenses.

https://www.lotusfinancialpartners.com/team/lucila-williams

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and LOTUS Financial Partners are not affiliated.