Broker Check


4474 Cerritos Ave. 

Los Alamitos, CA 90720

(562) 493-1533


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family? 

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Steve Williams through his/her affiliation with HD Vest 

Steve Williams started his career in tax and financial services in 1988. He is a Certified Financial Planner CFP and Enrolled Agent EA licensed to represent taxpayers before the IRS. (read more)

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Kirk Hunter

Assistant/Registered Representative

(562) 493-1533

(657) 256-1630

Kirk joined the team back in May of 2013. He graduated in 2014 from California State University of Long Beach with a Bachelor of Arts in Communication Studies. Since graduating he has received his Series 6 & 63. Kirk is an avid sports...

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Don is a tax expert. He is an Enrolled Agent EA licensed to represent taxpayers before the IRS. Before joining Williams Tax and Financial Don had his own practice and was a trainer through H&R Block.

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Jobel is an Enrolled Agent licensed to represent taxpayers before the IRS with twelve years of experience. He is a graduate of California State University at Fullerton with a Bachelor’s Degree in Finance. He began his career working...

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