James D. Warring, CFP<sup>&reg;</sup> - Financial Advisor

James D. Warring, CFP®

CEO Founder

Eaglestone Tax & Wealth Advisors

1101 Wootton Pkwy, Ste 400
Rockville, MD 20852
FINANCIAL ADVISOR'S WEBSITE
(301) 924-2160

General

James Warring is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eaglestone Tax & Wealth Advisors in Rockville, MD and the surrounding communities.

Financial Advisor Overview

I have been a CPA since 1985 and a CFP since 1988. I have been advising clients for decades on both tax and wealth management issues, all within the practice support and high ethical standards of CPA firm environments. I was appointed the honor of serving on the American Institute of CPAs ("AICPA") Executive Committee for Personal Financial Planning from years 2003-2006. More information about our SEC registered RIA firm can be obtained at www.EagleStoneTaxWealth.com

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Financial Advisor Experience

James Warring currently serves as Founder & CEO of EagleStone Wealth Advisors Inc., an SEC registered RIA firm serving its nationwide client base from its locations around the Washington, DC, metropolitan area. Mr. Warring has been a CPA since 1985 and a CFP since 1988, where his expertise in client advisory services was developed while working for large CPA firm clients for over twenty-five years. From the 10-year period 1997 to 2006, he served as a leading partner in a Bethesda, MD, based regional CPA firm, where he founded and developed its wealth management practice. For more information, please visit www.EagleStoneTaxWealth.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: MD, VA, DC, PA, CO, CT, NJ
  • Health/disability insurance: MD, VA, DC PA CO CT NJ
  • Fixed annuities: MD VA DC PA CO CT NJ
  • Variable annuities: All States

Broker-Dealer Affiliation

None/NA
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Business Taxes, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes

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