Shelton businessman gets financial planner certification

James A. Warner at Warner Group in Shelton has been authorized by the Certified Financial Planner Board of Standards to use the certified financial planner and CFP certification marks.

Warner joined the family firm in 2011 full time and is licensed in 10 states for securities, life and health. He holds Series 7 and 66 securities registrations with LPL Financial and specializes in tax planning, business retirement plans, IRA conversions, and income strategies in retirement.

For more information on the financial planner designation visit www.CFP.net.

 

 

By participating in the comments section of this site you are agreeing to our Privacy Policy and User Agreement

© Copyright 2018 Hearst Media Services Connecticut, LLC

Designed by WPSHOWER

Powered by WordPress