Aaron Werner – CFP® Practitioner with Two Decades of Experience.pdf

Aaron Werner is a CERTIFIED FINANCIAL PLANNER® practitioner (CFP®) and Accredited Asset Management SpecialistSM (AAMS®) who has been managing money and helping clients meet their financial goals for more than two decades.

1. Title: Aaron Werner – CFP® Practitioner with Two Decades of Experience

Aaron Werner is a CERTIFIED FINANCIAL PLANNER® practitioner (CFP®) and Accredited Asset
Management Specialist
SM
(AAMS®) who has been managing money and helping clients meet their
financial goals for more than two decades. After graduating from Columbia University with a Bachelor of
Arts in political science, Aaron Werner earned an MBA in finance from the Warrington College of
Business at the University of Florida.

Throughout his career as a financial advisor, Aaron Werner has prioritized continuing his professional
education to better serve his clients. In addition to fulfilling all CE requirements for his CFP® and AAMS®
certifications, he has completed the UCLA Personal Financial Planning Program. He also holds
membership with the Financial Planning Association of Los Angeles and the FBI Los Angeles Citizens
Academy Alumni Association.

Mr. Werner began his career at Raymond James in 2003 and, since 2010, has served as Vice President,
Investments at the company. He specializes in investment management and planning for families and
individuals, retirement plan advisory, monetization strategies for concentrated stock positions, and
nonprofit investment consulting.

In regard to his work with nonprofits, Mr. Werner helps boards and finance committees create revenue-
generating investment policies for their organizations that support current and future goals. He has been
quoted in the C-Suite Quarterly publication and periodically leads discussions on nonprofit investment
topics at the Center for Nonprofit Management in Los Angeles.

Outside of his professional endeavors, Aaron enjoys spending time with his family.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United
States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who
successfully complete the organization's initial and ongoing certification requirements to use the
certification marks.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal
matters with the appropriate professional.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

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