Aaron Werner

Background

About Aaron Werner

CFP® - CERTIFIED FINANCIAL PLANNER TM Professional AAMS® - Accredited Asset Management Specialist SM Investment Management & Financial Planning for Families & Individuals Institutional Investment Consulting to Non-Profits, Foundations & Endowments Retirement Plan Advisory Services Hedging and Monetization Strategies for Investors with Concentrated Stock Positions Access to Private Investments from World-Class Sponsors in Venture Capital & Private Equity Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM and federally registered CFP (with flame logo) in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Werner Financial Group of Raymond James South Flower Street Suite 3870 Los Angeles CA 90071 213-327-1023