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Meet the Partners

Your Team at Warner Financial

At Warner Financial, we are committed to providing cost effective, comprehensive, fee-only financial planning services to individuals, couples, and families. 

We take pride in the personal service and experience provided to our clients through our hands-on approach to financial guidance. We understand the challenges that individuals and their families face when it comes to planning for the future.  Our experienced and knowledgeable team will partner with you to develop and implement a financial plan that reflects your personal and professional goals.


Barbara A. Warner Photo
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Barbara A. Warner

Barbara A. Warner, CFP®


Barbara Warner has been a financial planner and investment advisor since establishing her own firm in 1985.  She is active in the Financial Planning Association of the National Capital Area, for which she has served as President in 1994 and Chairman in 1995.  She was also one of the first financial planners to be admitted to the Washington DC Estate Planning Council.  Barbara is a popular speaker at meetings and seminars on subjects related to financial planning, and has been recognized many times in the Washingtonian Magazine as one of the top planners in the DC area.

Barbara graduated from State University of New York with a degree in Communications.  She has been a CFP® professional since 1985.  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, where she is honored to work at the Vietnam Veterans Memorial. 

Barbara and her husband are delighted that their three children all live in the DC area, although only one was adventurous enough to join them as a partner at their firm. 

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Christopher M. Warner

Christopher M. Warner, CFA®, CFP®


Christopher Warner graduated from the University of Maryland with a B.S. in Mechanical Engineering.  He worked on several out-of-this-world aerospace engineering projects at Orbital Sciences Corporation before taking his love of math and his problem-solving skills to a career in financial planning at Warner Financial in 2008. 

Chris completed the financial planning program at Georgetown University and was awarded the CFP® certification in December, 2010.  Ever the nerd at heart, he then jumped at the chance to begin the Chartered Financial Analyst® program and now holds the CFA designation, a globally recognized certification in the field of investment management and analysis.

In addition to earning these designations, Chris is an active member of the CFA Society of Washington DC, the National Capital Area Financial Planning Association, and the Washington DC Estate Planning Council.  

When Chris isn't deciphering current market trends at the office, he can be found stargazing through his telescope, touring Civil War forts around Washington DC, attending Smithsonian lectures, or dominating his young nephew at hide-and-seek.

 

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David S. Warner

David S. Warner, CFA®


David S. Warner has over thirty years of experience in the field of stock analysis, asset allocation, and investment planning. Dave received his BA degree from the College of William and Mary, followed by post-graduate work in finance at the University of Maryland.  

Dave worked as a technical systems analyst for ten years before joining an investment management firm in Virginia as a stock analyst in 1987.  In 2000, he was awarded the Chartered Financial Analyst® (CFA) designation, and he decided to take his talents to Warner Financial, Inc.

Dave is a member of the Washington Society of Investment Analysts (WSIA) and the CFA Institute.  He is active in the community at Washington National Cathedral, and for more than twenty years Dave and one of his college friends have been reliable monthly volunteers with the Meals on Wheels program in Northern Virginia.

When he is not managing his financial planning firm, Dave can be found working on his home landscaping and trying to outsmart the local deer.