Christopher Werner Email & Phone Number
Director Of Financial Planning @ Edelman Financial Engines
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Christopher Werner Location
- Morrisville, PA, US
Christopher Werner Work
- 2014 - now Director Of Financial Planning @
- 2013 - 2014 Investment Specialist and Wealth Management Advisor @
- 2006 - 2013 Financial Advisor @
- 2005 - 2006 Insurance Agent @
Christopher Werner Education
- SUNY Empire State College
Bachelor of Science (B.S.) (Finance)
Christopher Werner Skills
- Financial Advisory
- Investment Policy
- Planning
- Participation
- Bonds
- Riders
- Insurance
- Managed Futures
- Financial Planning
- Networking
- Reviews
- Communication
- Investment Portfolio
- Fit
- Strategy
- Wealth Management
- Investment Policy Statements
- Mutual Funds
- Financial Instruments
- Stocks
- Illustration
- Agents
- Policy
- Philosophy
- Prospect
- Design
- ETFs
- Investment Portfolios
- Filing
- REIT
- Carriers
- Structured Products
- Investments
- Retirement
- Retirement Planning
- Estate Planning
- Series 7
- Strategic Financial Planning
- Small Business
- Finance
- Wealth
- 401k
- Series 66
- Life and Health Insurance Licenses
- Risk Management
- Long Term Care Insurance
- Disability Insurance
- Term Life Insurance
- Fixed Annuities
- Variable Annuities
- Investment Advisory
- Alternative Investments
- Whole Life
- Variable Life
- Universal Life
- Stock Trading
- Options
- Options Strategies
- 401k Rollovers
- SEP IRA
- Simple IRA
- Tax Sensitive Investing
- Roth IRA
- Business Retirement Plans
- Asset Allocation
- Fixed Income Strategies
- Stock Management
- Index Funds
- Pensions
- Social Security
- Rollovers
- Market Risk
- Financial Risk
- Charitable Trusts
- Charitable Gift Planning
- Trusts
Christopher Werner Summary
- Christopher Werner, based in Morrisville, PA, US, is currently a Director Of Financial Planning at Edelman Financial Engines. Christopher Werner brings experience from previous roles at Northwestern Mutual, Ameriprise Financial and MetLife Financial Services. Christopher Werner holds a Bachelor of Science (B.S.) in Finance @ SUNY Empire State College. With a robust skill set that includes Financial Advisory, Investment Policy, Planning, Participation, Bonds and more. Christopher Werner has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Edelman Financial Engines Employees
Megan Hanley
Chief Marketing Officer
San Francisco, CA, US
Joey Miller
Vice President, Head of M and A
Chicago, IL, US
Dan Chaparian
VP, Head of Institutional Marketing and Product Strategy
California, United States
Amin Dabit
SVP of Wealth Strategy
Denver, CO, US
Emily Farrell
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Philadelphia, PA, US
Lauren Demarzo
Vice President, FP and A
Annapolis, MD, US
Janella Matter
Vice President Program Management
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