Joshua Richard Williams

Current Employers

Farm And Community Advisory

Los Gatos, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-06-25

CA RA
APPROVED

Since 2025-06-25

Branch Locations

Los Gatos, CA • United States

Soquel, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Driscoll's Strawberry Assoc.	Watsonville	CA	02/2011	09/2017
Santa Cruz Bicycles	Santa Cruz	CA	09/2017	06/2023
Awesum Organics	Santa Cruz	CA	09/2023	01/2024
Wh Personal Finance	Soquel	CA	02/2024	Present
The Santa Cruz Company Llc Dba Farm And Community Advisory	Soquel	CA	01/2025	Present

02/2011 → 09/2017

Driscoll's Strawberry Assoc.

Watsonville, CA
09/2017 → 06/2023

Santa Cruz Bicycles

Santa Cruz, CA
09/2023 → 01/2024

Awesum Organics

Santa Cruz, CA
02/2024 → Present

Wh Personal Finance

Soquel, CA
01/2025 → Present

The Santa Cruz Company Llc Dba Farm And Community Advisory

Soquel, CA

Other Businesses

I'm the sole proprietor of WH Personal Finance, a financial coaching practice. We help clients build stronger foundations in personal finance money management. We help with tracking their expenses, improving savings, debt management, debt paydown strategies, and modifying spending habits. We operate in the space between therapy and financial advising. Our mission is to help people stop stressing about money and do more of what they love, guilt free.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-25

S65 Uniform Investment Adviser Law Examination

2025-06-25

Other Names

Joshua R Williams

View on SEC IAPD