James A. Warner, Cfp®

James A. Warner, Cfp® Email and Phone Number

Wealth Manager @ Warner Wealth CT | CFP @ Warner Wealth CT
James A. Warner, Cfp®'s Location
Shelton, Connecticut, United States, United States
James A. Warner, Cfp®'s Contact Details

James A. Warner, Cfp® personal email

n/a

James A. Warner, Cfp® phone numbers

About James A. Warner, Cfp®

As a Wealth Manager at Warner Group CT, I have been helping clients achieve their financial goals and secure their future. I am a Certified Financial Planner (CFP) with expertise in tax efficiency, investment advisory services, and investments.I specialize in retirement planning and tactical investing for entrepreneurs, using diversification and asset preservation strategies. I also assist clients with life events such as college planning, estate planning, and risk management. My mission is to solve client problems and provide tailored solutions that fit their needs and preferences.

James A. Warner, Cfp®'s Current Company Details
Warner Wealth CT

Warner Wealth Ct

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Wealth Manager @ Warner Wealth CT | CFP
James A. Warner, Cfp® Work Experience Details
  • Warner Wealth Ct
    Wealth Manager
    Warner Wealth Ct Nov 2011 - Present
    Madison, Ct
    Investment planning and financial risk management specializing in retirement planning and tactical investing for entrepreneurs.
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  • Wd Enterprises, Inc
    Co/Founder
    Wd Enterprises, Inc Jan 2003 - Apr 2024
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  • Idtv
    Co-Founder/Managing Producer
    Idtv Jan 2010 - Feb 2012
    The Interactive Digital TV network provides targeted news and information to a captive audience at local gas stations while they fill their tanks.
  • Wd Enterprises Inc.
    Owner
    Wd Enterprises Inc. 1999 - 2012
  • Savingsclique.Com
    Co-Founder
    Savingsclique.Com Feb 2011 - Oct 2011
  • Sachem Bank (In Organization)
    Organizer
    Sachem Bank (In Organization) Oct 2006 - 2011
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  • Harbor Health Services
    Director
    Harbor Health Services 2006 - 2009
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  • Guilford Ct Chamber Of Commerce
    Vice President
    Guilford Ct Chamber Of Commerce 2002 - 2009
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  • Shore Publishing
    Founder
    Shore Publishing 1994 - 2008
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  • Branford Chamber Of Commerce
    Past Board Member
    Branford Chamber Of Commerce 2001 - 2007

James A. Warner, Cfp® Skills

Entrepreneurship Small Business Investments Portfolio Management Alternative Investments Series 7 Asset Allocation Equities 401k Investment Advisory Wealth Management Series 66 Insurance Entrepreneur Tax Efficiency Fixed Income Separately Managed Accounts 401k Rollovers Business Long Term Care Disability Insurance

James A. Warner, Cfp® Education Details

Frequently Asked Questions about James A. Warner, Cfp®

What company does James A. Warner, Cfp® work for?

James A. Warner, Cfp® works for Warner Wealth Ct

What is James A. Warner, Cfp®'s role at the current company?

James A. Warner, Cfp®'s current role is Wealth Manager @ Warner Wealth CT | CFP.

What is James A. Warner, Cfp®'s email address?

James A. Warner, Cfp®'s email address is wa****@****inc.com

What is James A. Warner, Cfp®'s direct phone number?

James A. Warner, Cfp®'s direct phone number is +120324*****

What schools did James A. Warner, Cfp® attend?

James A. Warner, Cfp® attended Bryant University, Hand.

What skills is James A. Warner, Cfp® known for?

James A. Warner, Cfp® has skills like Entrepreneurship, Small Business, Investments, Portfolio Management, Alternative Investments, Series 7, Asset Allocation, Equities, 401k, Investment Advisory, Wealth Management, Series 66.

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