Black to the Future: Andrea Williams, CFP®, CLU®, ChFC® – Leading Woman in Financial Planning & Wealth Management

Discover Andrea Williams, CFP®, CLU®, ChFC®, founder of Enlighten Wealth Planning and top-performing wealth management advisor at Northwestern Mutual. A trailblazing woman leader in financial planning.

Andrea Williams- The Greater Chicago area, CFP®, CLU®, ChFC® is the founder of Enlighten Wealth Planning and a Wealth Management Advisor with Northwestern Mutual. A nationally recognized leader in financial planning, Williams has distinguished herself as one of the top-performing women in an industry still largely dominated by men.

Williams is set to appear on Women In Power TV, a cinematic docu-series that highlights influential voices across business, sports, entertainment, and entrepreneurship. Hosted by celebrity entrepreneur Rudy Mawer, the series captures powerful personal journeys and the lessons that shape iconic leaders.

In her episode, Williams shares how faith, financial fluency, and fearless leadership guided her rise in wealth management. She unpacks the role of grit, divine direction, and an education-first approach to money—challenging the belief that financial planning is only for the wealthy. Through clarity, curriculum-style coaching, and values-based strategy, Williams shows how individuals can move from financial overwhelm to confident, informed action.

Viewers gain practical insights into building sustainable wealth, navigating life disruptions such as debt or divorce, and leading boldly—especially when forging a path without a blueprint.

“Access changes everything,” Williams says. “When people understand money, they stop surviving and start building legacy.”

About

Enlighten Wealth Planning is a values-driven financial planning and wealth management firm founded by Andrea Williams, CFP®, CLU®, ChFC®. The firm is built around a simple but powerful mission: make financial clarity accessible, practical, and empowering—regardless of where someone starts.

Unlike traditional wealth firms that primarily serve high-net-worth clients, Enlighten Wealth Planning focuses on education-first financial planning. The firm works with professionals, entrepreneurs, families, and first-generation wealth builders who want to move from financial stress to confident decision-making. Its approach blends technical expertise with coaching, helping clients understand the “why” behind their money—not just the numbers.

What sets Enlighten Wealth Planning apart

• Curriculum-style coaching: Clients are taught how money works step by step, turning complex financial concepts into clear, actionable strategies.
• Values-based planning: Financial decisions are aligned with personal values, faith, and long-term purpose—not just market performance.
• Holistic wealth strategy: Services often include budgeting and cash-flow management, debt reduction, insurance and risk planning, investment strategy, retirement planning, and legacy-building.
• Access and inclusion: The firm is known for breaking the myth that financial planning is only for millionaires, meeting clients where they are and helping them grow forward.

Philosophy and impact

Enlighten Wealth Planning emphasizes that wealth is not just about accumulation—it’s about confidence, stability, and legacy. Clients are guided through life transitions such as career changes, divorce, business ownership, or generational planning, with a strong focus on resilience and informed leadership.

At its core, the firm believes financial literacy changes lives. By pairing disciplined planning with compassion and education, Enlighten Wealth Planning helps individuals stop reacting to money—and start directing it with purpose.

Andrea’s episode will be available soon on Inside Success Network streaming platforms. In the meantime, you can find out more by visiting https://www.womeninpowertv.com/andrea-williams.

Andrea Williams
Women in Power

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