Stan Warner, III CPA, MBA, CGMA
Financial Planning Consultant
Stan Warner is a financial planning consultant for Avantax Planning PartnersSM. Stan provides integrated planning and investment strategies for growing and protecting individuals and business clients' wealth. He assists in implementing personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, he supports business owners by reviewing their company retirement plans and optimizing for tax efficiency and helps with business transition strategies. His focus is based on each client's unique objectives and priorities.
Stan is a registered representative with Avantax Investment ServicesSM. He is a licensed life and health insurance agent.
Credentials
FINRA Series 7 and 66 securities licenses
Education
B.S. in Accounting from King's College, Wilkes-Barre, PA
M.B.A. from Wilkes University, Wilkes-Barre, PA
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019.