Jim Warner is a financial educator who has been helping people make smart decisions with their investments and insurance since 1983. The skills he developed as a college professor following graduate school have been used to present on topics including retirement planning, social security maximization, estate planning, business continuation planning and insurance modeling in continuing education programs at business leadership conferences, libraries and community centers.
Jim is a CERTIFIED FINANCIAL PLANNER™ Practitioner. To become a CFP® professional, he successfully completed a comprehensive course of study culminating in a 10-hour, two-day test proving his expertise in financial planning, tax planning, employee benefits and retirement planning, estate planning, investment managing, and asset protection.
Other important designations that Jim holds include a Masters in Business Administration (MBA) and Chartered Life Underwriters (CLU). Each of these designations require extensive study and mastery of economics, finance, government, and employee benefits. Each program presents advanced applications of insurance, investments, taxation, estate planning, and comprehensive financial planning. Jim is a LPL Branch Manager and an Investment Advisor Representative with Northstar Wealth Partners. In this capacity, he provides independent financial consulting to individuals and families. Jim is also a former President of The Society for Financial Services Professionals and a former President of The Chamber of Commerce.