James Warner gets financial planner certification
James A. Warner, CFP, at Warner Group located in Shelton, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the Certified Financial Planner and CFP certification marks in accordance with CFP Board certification and renewal requirements.
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.
Prior to joining Warner Group, Warner had been an entrepreneur in Connecticut for more than two decades. A notable startup was Shore Publishing Newspapers, which he co-founded in high school and expanded into the second largest newspaper group in Connecticut. Acting as publisher and chief financial officer, he sold the newspaper group to the New London Day in 2008.
Warner was recently named top financial advisor in New Haven Living magazine for 2014, chamber person of the year in East Haven in 2006, and in Branford, 2002. He also received Bryant Universities’ Young Alumni Leadership Award in 2009. He has been recognized as the top Forty under Forty by the New Haven Business Times, the small business of the year by Business New Haven, in Entrepreneur Magazine and the New York Times.
For more about information visit CFP.net.