David S. Warner

David S. Warner, CFA

David has over twenty years of experience in the fields of stock analysis, asset allocation, and investment planning. Dave received his Bachelor of Arts degree from the College of William and Mary, followed by post-graduate work in finance at the University of Maryland. He worked as a systems analyst for ten years before joining a Virginia investment management firm as a stock analyst in 1987.

In 2000, he was awarded the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society Washington, DC and the CFA Institute. Dave has also been a volunteer with the Meals on Wheels program for more than two decades.

4550 Montgomery Avenue, Suite 352N – Bethesda, Maryland 20814 – P: 301-961-9505 – F: 301-469-3424 – E: office@warner-financial.com