Saratoga Springs, NY – Williams Financial, LLC proudly announces that Tyler Cinelli, CFP®, AIF®, QPFC, MBA, has earned the highly respected CERTIFIED FINANCIAL PLANNER® (CFP®) certification, recognized as the standard of excellence in financial planning.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the 6-hour comprehensive CFP® certification exam. CFP® professionals commit to the CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice.

As a financial planner and the firm’s retirement plan specialist, Tyler works with households to clarify and pursue their financial goals, while also assisting in designing and managing the firm’s investment portfolios. He also serves as Williams Financial’s trading specialist, executing client trades during both regular account rebalancing and in response to cash flow needs.

With over a decade of experience in the financial industry, Tyler brings a diverse skill set and a deep commitment to his clients. He earned his bachelor’s degree in management with a finance concentration from Rensselaer Polytechnic Institute and an MBA with a finance concentration from the State University of Albany. He also holds the Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary® (AIF®) designations, as well as securities licenses.

“Tyler’s dedication to professional growth is matched only by his care for the clients he serves,” said James (JJ) Williams, CFP®, MBA, the CEO and Founder of Williams Financial, LLC. “Earning the CFP® certification demonstrates his commitment to delivering the highest standard of fiduciary financial planning, and we are proud to celebrate this milestone with him.”

Tyler joined Williams Financial in 2017 and is known for his approachable demeanor, financial expertise, and thoughtful guidance.

About Williams Financial, LLC

Williams Financial, LLC, is an independent, fee-only Registered Investment Advisory firm with offices in Saratoga Springs, NY, and North Bennington, VT, as well as day offices in Massachusetts. Founded by James J. Williams, CFP®, MBA, the firm serves retirees and pre-retirees with investable assets of $500,000 or more. As a fiduciary, Williams Financial is dedicated to guiding affluent families through life’s financial journey with comprehensive planning, tailored investment management, and strategies to protect, grow, and transfer wealth. The firm’s mission is to transform clients’ lives through guidance and belonging—delivering clarity, confidence, and peace of mind.