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Adam Werner, CFP®

Adam Werner, CFP®

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location of Adam Werner, CFP®Kutztown, Pennsylvania, United States

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  • Timeline

  • About me

    Wealth Manager at Haas Financial Group

  • Education

    • Penn State University

      2002 - 2007
      BS Business Administration and Management, General

  • Experience

    • Ameriprise Financial Services, Inc.

      Feb 2009 - Jan 2015

      In addition to advising and caring for clients, I was responsible for assisting in personal financial consulting services and the on-going business operations of the Gerhart, Haas & Associates practice. We deliver financial solutions for today and tomorrow through a comprehensive personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.

      • Registered Sales Assistant

        May 2010 - Jan 2015

      • Financial Advisor

        Feb 2009 - May 2010

    • Haas Financial Group

      Jan 2015 - now
      Wealth Manager

      Our goal is to help align your personal values, vision and wealth. We do this by taking the time to understand your goals, what you hope to achieve, and also what you hope to avoid. Our approach is to first discover and understand all of your resources so we can find efficiencies in your financial life. Please visit our website at www.haasfinancialgroup.com.Registrations and Licenses: • CERTIFIED FINANCIAL PLANNER™ Professional• PA Life Accident & Health Insurance licensed

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Apr 2020