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Schedule a CallWade A. Warren
CFP®
Private Client Group Planner
Helping clients pursue their life goals through sound financial planning is extremely rewarding.
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Education &
Affiliations &
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 earned a bachelor of science degree in finance from Auburn (AL) University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of North Alabama.
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.
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 Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.