R Brian Werner
CFA®, CFP®
Winthrop Partners
Managing Director & Wealth Advisor
R Brian Werner
CFA®, CFP®
Winthrop Partners
Managing Director & Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - R Brian Werner, CFA®, CFP®
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
R Brian Werner is a Pittsburgh, PA fee-only financial planner. Winthrop Partners provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, R Brian Werner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
R Brian Werner is a Managing Director and Chief Financial Officer at Winthrop Partners located in Pittsburgh, PA.
WHAT DO YOU LIKE ABOUT BEING A FINANCIAL SERVICES PROFESSIONAL?
Everybody has a different story, both personal and financial. I enjoy learning about my clients’ stories and being a positive force in helping them realize their goals. Wealth management is a dynamic profession, which requires staying up to date on changes in markets, laws and clients’ personal situations. I am committed to the body of knowledge and continued learning that is required of top-tier professionals in this field. Additionally, I am highly motivated to protect people from many pf the predatory practices in the financial services industry.
WHAT ARE YOUR GOALS FOR YOUR CLIENTS?
I want clients to have confidence that their advisory team is operating exclusively in their best interest, and that team has the experience, credentials, knowledge and commitment to put them in the best possible spot to achieve their personal goals.
WHAT EXPERIENCE AND CREDENTIALS DO YOU HAVE?
I have 20+ years in investments, financial planning, entrepreneurial ventures, corporate finance and banking which gives me invaluable and wide-ranging insight in planning and investment services.
Most recently, as First Vice President, Senior Wealth Advisor for First Niagara, I led the development of First Niagara’s Western Pennsylvania Private Client Services and served on the banks western Pennsylvania operating committee. My investment and wealth management experience included time as a Relationship Manager and Planner at PNC/National City, Investment Analyst with Greycourt Investment Advisors and Commodities Trading/Hedging Specialist at Linnco Future Group, Chicago Board of Trade.
I was co-founder and CFO of iCatcher Network, a venture capital backed start-up company where I led the strategic development and eventual successful sale of the company.
I am a Chartered Financial Analyst®, Certified Financial Planner™. I have been recognized as one of America’s top financial planners. Additionally, I hold an MBA from Duquesne University, Magna Cum Laude, and am a graduate of University of Dayton, Cum Laude.
WHAT COMMUNITY ORGANIZATIONS DO YOU SUPPORT OR BELONG TO?
I am a member of The Pittsburgh Estate Planning Council, Pittsburgh Financial Analyst Society. I volunteer my time in the Edgewood Community as a volunteer basketball and soccer coach. I volunteer with the 14th Ward Baseball association and on the Board of Larry’s Legacy Foundation.
CAN YOU GIVE US A GLIMPSE OF YOUR PERSONAL LIFE?
My wife Monica and I returned to our hometown of Pittsburgh in 2005 to raise our two children and settled in Edgewood, PA. My free time is spent with family and friends – traveling, skiing, mountain biking and enjoying the outdoors. Monica and I are active members of the Edgewood community and St. Bede Parish. I can often be found coaching soccer, baseball, skiing, basketball and other activities my children are pursuing.
R Brian Werner is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Founded in 2015, Winthrop is a fee-only fiduciary operating as a registered investment advisor in Buffalo, Pittsburgh and Philadelphia. Our commitment to our clients is that we will always be on their side. We will never try and sell products or take commissions from others. We act exclusively in our client’s best interest.
Winthrop Partners was founded to provide independent, conflict-free financial planning and investment services to every client. Our founders understood that this method is the only way investment services should be delivered. Our core value of “we invest in you before you invest with us” is the key to our culture. We know that every client situation is unique and every client deserves our complete and collective expertise and attention prior to making a decision to work with Winthrop.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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R Brian Werner is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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R Brian Werner is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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R Brian Werner is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact R Brian Werner
Office Locations:
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101 E Swissvale Ave
Pittsburgh, PA 15218
