James Werner Email & Phone Number
Partner, Wealth Advisor @ WA Asset Management, LLC
5 free lookup(s).
James Werner Location
- Austin, TX, US
James Werner Work
- 2023 - now Partner, Wealth Advisor @
- 2013 - 2023 Founding Partner @ Silicon Hills Wealth Management
- 2005 - 2013 Partner @ Austin National Financial Services
- 1994 - 2005 Founder @ Werner Financial Planning
James Werner Education
- The American College of Financial Services
CFP (Financial planning)
1995 - 1997 - The University of Texas at Austin
BBA (Finance and Economics)
1988 - 1992
James Werner Skills
- Leadership
- Estate Planning
- Financial Advisory
- Financial Planners
- Retirement Planning
- Financial Planning
- Portfolio Management
- Tax
- Investments
- Finance
- Strategic Planning
- Investment Advisory
- Wealth Management
- Charitable Gift Planning
- Strategic Financial Planning
- Entrepreneurship
- Asset Management
- Wealth
- Succession Planning
- Small Business
- Management
- Employee Benefits
- Securities
- Investment Management
James Werner Summary
- James Werner, based in Austin, TX, US, is currently a Partner, Wealth Advisor at Waverly Advisors, LLC. James Werner brings experience from previous roles at Silicon Hills Wealth Management, Austin National Financial Services and Werner Financial Planning. James Werner holds a 1995 - 1997 CFP in Financial planning @ The American College of Financial Services. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Financial Planners, Retirement Planning and more. James Werner has 2 emails and 1 mobile phone numbers on RocketReach.
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