Sandra Anne Williams

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 12/2018
  Williams Intelligent Technologies, Inc
  San Diego, CA
• 09/2013 → Present
  The W Coaching Group, Inc
  San Diego, CA
• 04/2019 → Present
  Guardian Life Insurance Co Of America
  San Diego, CA
• 05/2019 → Present
  Park Avenue Securities, Llc
  San Diego, CA
• 06/2024 → Present
  Guardian Life Insurance Company
  San Diego, CA
• 06/2024 → Present
  Park Avenue Securities, Llc
  San Diego, CA

Other Businesses

1. The W Coaching Group, Inc.-Business coaching - Work with business owners or their teams to execute business strategies, teach better communication, and define goals and objectives., Start: 09/18/2013, Address: San Diego, CA 92131, 15 total hours per month; 6 during securities trading hours, More than 10% annual compensation, Not investment related, 2. Book Author-I am an author, Start: 01/01/2017, Address: 11173 Oak Fern Ct San Diego, CA 92131, 5 total hours per month; 0 during securities trading hours, Not investment related, 3. Outside Insurance Sales-LTC, Group, Fixed Annuities, Life, DI, Start: 05/01/2018, Address: 9920 Pacific Heights Blvd. Suite 105 San Diego, CA 92121, 10 total hours per month 10 during securities trading hours, Less than 10% annual compensation, Investment related, 4) Trustee of The W Coaching Group, Inc. 401(K) Plan-Trustee of my and my husband's company's 401(k) plan, Start: 01/01/2019, Address: 11173 Oak Fern Ct San Diego, CA 92131, 1-2 total hours per month; 0 during securities trading hours, No annual compensation, Investment related, 5) Kolbe Consultant-certified Kolbe Consultant who offers Kolbe services and products, Start: 06/05/2015, Address: 11173 Oak Fern Ct San Diego, CA 92131, 2 total hours per month; 0 during securities trading hours, Less than 10% annual compensation, Not investment related, 6) Agency One, Insurance other than Guardian, Start: 04/30/2024, Address: San Diego, CA 92131, 1 total hour per month; 1 during securities trading hours, Less than 10% annual compensation, Investment related

Exams

• S66 Uniform Combined State Law Examination
  2019-10-22

Designations

• Chartered Financial Consultant

Other Names

• Sandra Anne Kawaguchi
• Sandy Williams