WINDfall Financial Group
"Authorized Agent" CA License # 0781741   

  Featured Carriers

Certified Insurance Agent

Get a Quote

Valrie Joy Williams, Principal of WINDfall Financial Group, is a successful business consultant with over 20 years experience in the broadcast, film, insurance and investment industries. Her credentials include an MBA in Finance and Marketing from Seton Hall University, a B.S. from Rutgers University in Accounting, a Securities & Insurance license and certifications in teaching and International Business. She has been providing a range of Financial & Insurance consulting services to clients in the Bay Area since 1990.

Valrie Joy was raised in Jamaica and trained to be a teacher prior to moving to the United States and beginning her academic studies and successful business career in New York City. She relocated to the Bay Area and founded WINDfall financial. Expanding the knowledge gained while working for the National Broadcasting Company (NBC) television network, she successfully developed funding sources for independent films and children's cable-TV affiliate programming. With over twenty years of recognition as a top producer in her field of investment and insurance services, Valrie brings considerable value to clients through her comprehension of Health, Life, Disability & Business Insurance, Retirement Accounts including Fixed Annuities and Employee benefit plans.

Possessing excellent presentation skills and experience leading business seminars, Valrie is recognized for her ability to build rapport while coaching inexperienced and experienced investors alike. Her personal integrity and business ethics won her a “STAR” designation and impeccable reputation in the Bay Area.

Her dedication to developing sound financial strategies maximizing clients’ returns on investments while leveraging the benefits of safety and security: creating affordable comprehensive health insurance plans for individuals and families without compromising benefits has resulted in long-term relationships and above-average client retention.

Valrie Joy enjoys public speaking, books, good friends and the beautiful outdoors of Marin.

  Home | Privacy Policy © All rights reserved to