101 25th Street North Suite 100 Birmingham, AL 35203

205.208.8700

Wade Warren works as a senior financial planner in Savant’s Birmingham, Alabama, office, where he focuses on comprehensive financial planning.

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 joined Savant in 2023 when Bridgeworth, where he had worked as a senior planner since 2015, merged into the firm. He began his career in financial services in 2003 and is a member of the Financial Planning Association of North Alabama.

He earned a bachelor’s degree in finance from Auburn University and remains active in the Birmingham community. Wade and his wife, Andrea, are active members of Hunter Street Baptist Church and enjoy traveling. He’s also an avid golfer.

Articles &
Media

Understanding IRMAA: What Rising Medicare Costs Could Mean for 2026

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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