Aaron Werner, CFP<sup>&reg;</sup> - Financial Advisor

Aaron Werner, CFP®

Vice President, Investments

Raymond James

301 N Lake Ave, Ste 1150
Pasadena, CA 91101-4115
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General

Aaron Werner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James in Pasadena, CA and the surrounding communities.

Financial Advisor Experience

Aaron is Co-Managing Partner of Consilium Wealth Partners of Raymond James. He provides financial guidance to individuals & families, successful business owners, executives of public & private corporations, and non-profit organizations. Aaron is dedicated to serving the unique and sophisticated wealth management needs of his clients, often in conjunction with outside legal and tax professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Aaron is held to the highest ethical and professional standards in the industry and is focused on creating comprehensive wealth management plans and investment portfolios that make the best use of his clients’ wealth today and help ensure its endurance for future generations. As part of his work with nonprofits and foundations, Aaron works with boards and finance committees to develop and implement sound investment policies that work to achieve current and future goals. He gives talks periodically at the Center for Nonprofit Management in Los Angeles and has been quoted in C-Suite Quarterly (“CSQ”) on the topic of how to invest charitable dollars. In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Aaron is an Accredited Asset Management SpecialistSM (AAMS®), a graduate of the UCLA Personal Financial Planning Program, a member of the Financial Planning Association in Los Angeles, and a graduate of the FBI Los Angeles Citizens Academy. He holds a BA in Political Science from Columbia University and an MBA in Finance from the Warrington School of Business at the University of Florida. Aaron lives in Los Angeles with his wife and three children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Variable annuities: CA

Broker-Dealer Disclaimer

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.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Insurance, Real Estate, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households

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