Chris Werner
Managing Director of Werner Financial Group
- Role
- Board Member at Epsilon Technology Corp
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Chris Werner
Financial Group696 McVey Ave, Suite 201 Lake Oswego, OR 97034 Securities and advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of: AK, AZ, CA, CO, FL, ID, IL, MN, MO, MT, NJ, NY, OR, TN, TX, UT, WA and WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use:
Experience
Board Member
Jan 2014 — Present · Jackson, WY, US
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science (BS)
1997 — 2001
Skills
- Financial Advisory
- Capital Markets
- Series 7
- Investments
- Retirement Planning
- Finance
- Fixed Income
- Wealth Management Services
- Portfolio Management
- Financial Planning
- Financial Modeling
- Fixed Annuities
- Investment Strategies
- Alternative Investments
- Equities
- Private Equity
- Securities
- Estate Planning
- Asset Allocation
- Mutual Funds
- Asset Management
- Wealth Management
- Series 63
- 401k
- Investment Advisory
- Valuation
- Retirement
- Strategic Financial Planning
- Management
- Hedge Funds
- Mergers & Acquisitions
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