James Werner Email & Phone Number
Partner, Wealth Advisor @ WA Asset Management, LLC
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James Werner Location
- Austin, TX, US
James Werner Work
- Partner, Wealth Advisor @ (June 2023 - Present)
- Founding Partner @ Silicon Hills Wealth Management (March 2013 - June 2023)
- Partner @ Austin National Financial Services (October 2005 - March 2013)
- Founder @ Werner Financial Planning (January 1994 - October 2005)
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
- Asset Management
- Charitable Gift Planning
- Employee Benefits
- Entrepreneurship
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Investment Advisory
- Investment Management
- Investments
- Leadership
- Management
- Portfolio Management
- Retirement Planning
- Securities
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Succession Planning
- Tax
- Wealth
- Wealth 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 Asset Management, Charitable Gift Planning, Employee Benefits, Entrepreneurship, Estate Planning and more. James Werner has 1 emails and 1 mobile phone numbers on RocketReach.
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