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James Werner, CFP®

James Werner, CFP®

Founder

Followers of James Werner, CFP®2000 followers
location of James Werner, CFP®Austin, Texas, United States

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  • Timeline

  • About me

    Partner and Wealth Advisor, Waverly Advisors

  • Education

    • The American College of Financial Services

      1995 - 1997
      CFP Financial planning

    • The University of Texas at Austin

      1988 - 1992
      BBA Finance and Economics

  • Experience

    • Werner Financial Planning

      Jan 1994 - Oct 2005
      Founder

    • Austin National Financial Services

      Oct 2005 - Mar 2013
      Partner

    • Silicon Hills Wealth Management

      Mar 2013 - Jun 2023
      Founding Partner

      As a founding member of Silicon Hills Wealth Management, I am blessed to be able to work with and on behalf of some very talented and passionate individuals. Our mission at Silicon Hills is to utilize our collective skills and experience to promote diversity within our firm and within our industry, to celebrate and foster ongoing collaboration with our clients, our partners, and our community, and to cultivate and maintain a fiduciary mindset that permeates everything we do.

    • Waverly Advisors, LLC

      Jun 2023 - now
      Partner, Wealth Advisor

  • Licenses & Certifications

    • Certified Financial Planner