Financial Planning Associate
Current
Jul 2024 - Present
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Maya Werner Email & Phone Number
Financial Planning Associate at PlanWise Financial Group
at
PlanWise Financial Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Associate at PlanWise Financial Group
Location
Austin, Texas, United States
Company size
Who is Maya Werner? Overview
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Quick answer
Maya Werner is listed as Financial Planning Associate at PlanWise Financial Group at PlanWise Financial Group, a company with 7 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Maya Werner.
Maya Werner previously worked as Financial Planning Associate at Planwise Financial Group and Client Services Associate at Planwise Financial Group. Maya Werner holds Bachelor Of Business Administration - Bba, Finance, General from Texas A&M University.
Company email context
Email format at PlanWise Financial Group
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PlanWise Financial Group
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Profile bio
About Maya Werner
Securities offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org.The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.PlanWise Financial Group is located at 4101 Parkstone Heights Drive, Suite 260, Austin, Texas 78746
Current workplace
Maya Werner's current company
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Planwise Financial Group
3 roles
Maya Werner work experience
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Client Services Associate
PlanWise Financial Group4101 Parkstone Heights Dr.Suite 260Austin, TX, 78746Direct: (512) 323-0847
Jul 2022 - Jul 2024
Summer Intern
May 2021 - Aug 2021
1 education record
Maya Werner education
FAQ
Frequently asked questions about Maya Werner
Quick answers generated from the profile data available on this page.
What company does Maya Werner work for?
Maya Werner works for PlanWise Financial Group.
What is Maya Werner's role at PlanWise Financial Group?
Maya Werner is listed as Financial Planning Associate at PlanWise Financial Group at PlanWise Financial Group.
Where is Maya Werner based?
Maya Werner is based in Austin, Texas, United States while working with PlanWise Financial Group.
What companies has Maya Werner worked for?
Maya Werner has worked for Planwise Financial Group.
Who are Maya Werner's colleagues at PlanWise Financial Group?
Maya Werner's colleagues at PlanWise Financial Group include John Blood, Cfa®, Cfp®.
How can I contact Maya Werner?
You can use AeroLeads to view verified contact signals for Maya Werner at PlanWise Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Maya Werner attend?
Maya Werner holds Bachelor Of Business Administration - Bba, Finance, General from Texas A&M University.
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