Wade A. Warren

CFP®

Private Client Group Planner

Helping clients pursue their life goals through sound financial planning is extremely rewarding.

101 25th Street North Suite 100 Birmingham, AL 35203
205.208.8700

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.