Barbara A. Warner

Barbara A. Warner, CFP®

Barbara, a CERTIFIED FINANCIAL PLANNERTM professional, has been providing financial planning and investment advisory services for over twenty years. She was one of the first financial planners to be admitted to the Washington, DC Estate Planning Council. Barbara has discussed a wide variety of financial topics on network and cable television and has been recognized several times in Washingtonian magazine as one of the top planners in the DC area. She was also selected by Registered Rep. magazine as one of “America’s Top 100 Independent Advisers.”1

Barbara earned a Bachelor of Arts degree from the State University of New York College at Oneonta. She is active in the Financial Planning Association of the National Capital Area and serves on the Past Presidents Council. Barbara is a frequent lecturer at meetings and seminars on subjects related to financial planning. She has served as a member of the board of directors of Montgomery Hospice and currently volunteers with the National Park Service in Washington, DC.

Winners of “America’s Top 100 Independent Advisers” by Registered Rep. are chosen based on total assets under management and number of years in the industry. This award is not representative of investment performance or returns. 

4550 Montgomery Avenue, Suite 352N – Bethesda, Maryland 20814 – P: 301-961-9505 – F: 301-469-3424 – E: