Wade A. Warren
CFP®
Senior Financial Planner
Helping clients pursue their life goals through sound financial planning is extremely rewarding.
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Education &
Affiliations &
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.
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®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.