Based in Pasadena, California, financial advisor Aaron Werner is Vice President, Investments and co-managing partner of Consilium Wealth Partners of Raymond James. His clientele includes business owners, private and public company executives, nonprofit organizations, individuals, and families.

As a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and Accredited Asset Management SpecialistSM (AAMS®), Mr. Werner is held to the highest ethical and professional standards and is uniquely qualified to support the complex needs of individual and institutional investors. He specializes in portfolio management, retirement planning, alternative investments, and nonprofit investment consulting services, among other areas.

As a financial advisor to nonprofit organizations, Mr. Werner advises boards and finance committees on investment strategies to facilitate future growth while maintaining fiscal responsibility. He has been quoted in C-Suite Quarterlyon how to effectively invest charitable dollars and has also given talks on investing at the Center for Nonprofit Management in Los Angeles.

Complementing his experience, Aaron Werner belongs to the Financial Planning Association of Los Angeles and is a graduate of the FBI Los Angeles Citizens Academy and the Personal Financial Planning Program at UCLA. He holds an MBA in finance from the Warrington College of Business at the University of Florida and a BA in political science from Columbia University.

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.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

301 N Lake Ave Ste 1150 Pasadena, CA 91101 213-327-1059