Location Los Angeles, California, United States Regions Greater Los Angeles Area, West Coast, Western US Gender Male
Website www.raymondjames.com/wernerfinancialgroup/about... LinkedIn View on LinkedIn
Experienced Financial Advisor Aaron Werner
A member of the Financial Planning Association of Los Angeles, Aaron Werner leverages more than two decades of financial advisory experience to assist a wide range of clients with their investment management and planning needs. He specializes in retirement plan advisory services, institutional investment
consulting, and hedging and monetization strategies for concentrated stock positions. Aaron Werner's clients include nonprofit organizations, businesses, and individuals & families.
Mr. Werner helps nonprofits ensure their long term and short term reserves are invested in alignment with their goals, providing investment policy guidance to boards and finance committees. He works with Los Angeles-area organizations as well as organizations outside of Los Angeles with their investment needs. He has delivered presentations at the Center for Nonprofit Management and has been quoted in the publication C-Suite Quarterly on best practices for investing charitable funds.
As a CERTIFIED FINANCIAL PLANNER® practitioner (CFP®), Aaron Werner met the extensive educational criteria necessary to earn the designation and is required to meet strict professional and ethical standards. He is also an Accredited Asset Management Specialist SM (AAMS®). To maintain both professional designations, he completes periodic continuing education.
Complementing his experience as a financial advisor, Aaron Werner holds an MBA in finance from the University of Florida Warrington College of Business and a Bachelor of Arts in political science from Columbia University. In addition, he is a graduate of the UCLA Personal Financial Planning Program and FBI Los Angeles Citizens Academy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
301 N Lake Ave Ste 1150 Pasadena, CA 91101
