James A. Warner Receives Certified Financial Planner Designation

Shelton, CT, October 6, 2014 -- James A. Warner, CFP®, at Warner Group located in Shelton, CT has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

James joined the family firm in 2011 full-time and is licensed in 10 states for securities, life, and health. He holds Series 7 and 66 securities registrations with LPL Financial and specializes in tax planning, business retirement plans, IRA conversions and income strategies in retirement.

“I have one of the best jobs in America. My goal is to help our clients pursue their goals, not just manage a portfolio. I get to use my entrepreneurial focus to help business owners and retires plan for their future. We do that by listening to our clients to understand their specific situation and then provide customized financial and investment recommendations to help them work towards those goals. This is NOT a one size fits all firm. I am proud of what we do for our clients and their families,” said James.

Prior to joining Warner Group, James has been a successful entrepreneur in Connecticut for more than two decades. His most notable startup was Shore Publishing Newspapers, which he co-founded in high school and expanded into the second largest newspaper group in Connecticut. Acting as Publisher and Chief Financial Officer, he sold the newspaper group to the New London Day in 2008.

James was recently named Top Financial Advisor in New Haven Living magazine for 2014, Chamber person of the year in East Haven in 2006, and in Branford, 2002. He also received Bryant Universities’ Young Alumni Leadership Award in 2009. He has been recognized as the top Forty under Forty by the New Haven Business Times, the small business of the year by Business New Haven and in Entrepreneur Magazine and the New York Times.

James and his wife Emily were recently married and plan to start a family. They enjoy boating, fishing and can be found skiing in VT during the winter. He is very active in the community and volunteers his time whenever he is not working with clients.

About CFP®

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 69,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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