Barbara A. Warner,  CFP<sup>&reg;</sup> - Financial Advisor

Barbara A. Warner, CFP®

President

Warner Financial, Inc.

4550 Montgomery Ave, Ste 352N
Bethesda, MD 20814-3258
FINANCIAL ADVISOR'S WEBSITE
(301) 961-9505

General

Barbara Warner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Warner Financial, Inc. in Bethesda, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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