David H. Warner,  CFP<sup>&reg;</sup> - Financial Advisor

David H. Warner, CFP®

CPA . EA, NSSA

Member

Warner Financial Group LLC

PO Box 190
Dalton, OH 44618
FINANCIAL ADVISOR'S WEBSITE
(866) 561-0495

General

David Warner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Warner Financial Group LLC in Dalton, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - National Social Security Advisor Certified Tax Resolution Specialist Enrolled Agent

Insurance Licenses

  • Life insurance: Ohio
  • Health/disability insurance: Ohio
  • Property/casualty: Ohio
  • Fixed annuities: Ohio
  • Variable annuities: Ohio

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Business Taxes, Estate Planning, Limited Partnerships, Mutual Funds, Irregular Income, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Long-term Care, Medical & Health Issues, Personal Taxes

More

Helpful Financial Planning Resources