Wealth Manager
CurrentInvestment planning and financial risk management specializing in retirement planning and tactical investing for entrepreneurs.
Nov 2011 - Present
AeroLeads people directory · profile
James A. Warner, Cfp® Email & Phone Number
Wealth Manager @ Warner Wealth CT | CFP
at
Warner Wealth CT
1 work email found
@wdenterprisesinc.com
2 phones found area 203
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager @ Warner Wealth CT | CFP
Location
Shelton, Connecticut, United States
Who is James A. Warner, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James A. Warner, Cfp® is listed as Wealth Manager @ Warner Wealth CT | CFP at Warner Wealth CT, based in Shelton, Connecticut, United States. AeroLeads shows a work email signal at wdenterprisesinc.com, phone signal with area code 203, and a matched LinkedIn profile for James A. Warner, Cfp®.
James A. Warner, Cfp® previously worked as Wealth Manager at Warner Wealth Ct and Co/Founder at Wd Enterprises, Inc. James A. Warner, Cfp® holds Bachelor Of Science (Bs), Management And Computer Information Tech from Bryant University.
Company email context
Email format at Warner Wealth CT
This section adds company-level context without repeating James A. Warner, Cfp®'s masked contact details.
*@wdenterprisesinc.com
68% confidence
AeroLeads found 1 current-domain work email signal for James A. Warner, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Entrepreneurship, Small Business, Investments, Portfolio Management, and 17 others.
Current workplace
James A. Warner, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 32 years
James A. Warner, Cfp® work experience
A career timeline built from the work history available for this profile.
Co/Founder
Jan 2003 - Apr 2024
Co-Founder/Managing Producer
Idtv
The Interactive Digital TV network provides targeted news and information to a captive audience at local gas stations while they fill their tanks.
Jan 2010 - Feb 2012
Owner
Wd Enterprises Inc.
1999 - 2012
~13 yrs
Co-Founder
Savingsclique.Com
Feb 2011 - Oct 2011
Organizer
Oct 2006 - 2011
Director
2006 - 2009
~3 yrs
Vice President
2002 - 2009
~7 yrs
Founder
1994 - 2008
~14 yrs
Past Board Member
Branford Chamber Of Commerce
2001 - 2007
~6 yrs
2 education records
James A. Warner, Cfp® education
Bachelor Of Science (Bs), Management And Computer Information Tech
Education record
Hand
FAQ
Frequently asked questions about James A. Warner, Cfp®
Quick answers generated from the profile data available on this page.
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 Warner Wealth CT?
James A. Warner, Cfp® is listed as Wealth Manager @ Warner Wealth CT | CFP at Warner Wealth CT.
What is James A. Warner, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wdenterprisesinc.com for James A. Warner, Cfp® at Warner Wealth CT.
What is James A. Warner, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 203 for James A. Warner, Cfp® at Warner Wealth CT.
Where is James A. Warner, Cfp® based?
James A. Warner, Cfp® is based in Shelton, Connecticut, United States while working with Warner Wealth CT.
What companies has James A. Warner, Cfp® worked for?
James A. Warner, Cfp® has worked for Warner Wealth Ct, Wd Enterprises, Inc, Idtv, Wd Enterprises Inc., and Savingsclique.Com.
How can I contact James A. Warner, Cfp®?
You can use AeroLeads to view verified contact signals for James A. Warner, Cfp® at Warner Wealth CT, including work email, phone, and LinkedIn data when available.
What schools did James A. Warner, Cfp® attend?
James A. Warner, Cfp® holds Bachelor Of Science (Bs), Management And Computer Information Tech from Bryant University.
What skills is James A. Warner, Cfp® known for?
James A. Warner, Cfp® is listed with skills including Entrepreneurship, Small Business, Investments, Portfolio Management, Alternative Investments, Series 7, Asset Allocation, and Equities.
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