Evan S. Wardner,  CFP<sup>&reg;</sup> - Financial Advisor

Evan S. Wardner, CFP®

MBA,

WNY Asset Management, LLC

6500 Sheridan Dr, Ste 200
Williamsville, NY 14221
(716) 626-0060

General

Evan Wardner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WNY Asset Management, LLC in Williamsville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Succession Planning, Personal Taxes

More

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