Wade A. Warren

101 25th Street North Suite 100 Birmingham, AL 35203

205.208.8700

Wade is a private client group planner in Savant’s Birmingham, AL office.

As a CERTIFIED FINANCIAL PLANNER® professional, Wade is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Wade has been involved in the financial services industry since 2003. He was a senior planner for Bridgeworth from 2015 until it joined with Savant in 2023.

Wade is a member of the Financial Planning Association of North Alabama. He earned a bachelor of science degree in finance from Auburn (AL) University.

Wade and his wife Andrea live in Birmingham, AL. They are active members of Hunter Street Baptist Church and travel extensively. Wade enjoys spending time on the golf course.

Articles &
Media

Understanding IRMAA: How to Manage Rising Medicare Costs in 2025

Education &
Designations

Auburn University
Bachelor of Science in Finance
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

Financial Planning Association of North Alabama – member
Hunter Street Baptist Church – member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.

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