Adam N. Werner, CFP<sup>&reg;</sup> - Financial Advisor

Adam N. Werner, CFP®

Financial Life Planner

EP Wealth Advisors

3655 Nobel Drive, Ste 200
San Diego, CA 92122
FINANCIAL ADVISOR'S WEBSITE
(858) 622-9009 CONNECT WITH Adam
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General

Adam Werner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EP Wealth Advisors in San Diego, CA and the surrounding communities.

Financial Advisor Overview

I help clients understand what their financial and life goals are and then create a plan to accomplish them. Our firm focuses on three types of clients:
  1. The pre-retiree making the transition to retirement
  2. The small business owner who needs help managing their finances and/or business
  3. The millennial who's looking towards the future

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Financial Advisor Experience

Over six years of experience with Donnelly Wealth Advisors, Inc, helping clients build their financial plan and managing their investments.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

We are an Independent Registered Advisory firm and not associated with a Broker-Dealer.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Personal Taxes

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Helpful Financial Planning Resources