Warner Wealth

Daniel German is a financial advisor with LPL Financial in Milford, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Cadaret, Grant & Co., Inc. and MassMutual Investors Services. He also operates German Financial, providing non-variable insurance services alongside his advisory work. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and various portfolio management options tailored to client needs.

Kevin Sullivan is a financial advisor with Warner Wealth, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at LPL Financial, KD Sullivan Wealth Strategies, and Ameriprise Financial Services. Sullivan is also a published author, known for his book "Managing Income in Retirement," and hosts a podcast focused on physician wealth. Warner Wealth serves individuals and families, including high net worth clients, as well as entrepreneurs and business owners, providing financial planning, estate and tax planning, and discretionary wealth management. The firm uses a core-and-satellite investment approach with custom allocations and employs third-party program solutions alongside business-focused planning and multi-generational financial literacy efforts.

James Warner is a CFP® professional with 14 years of experience in financial advising. He is the principal of Warner Wealth, a seven-advisor firm based in Madison, CT, and has worked previously at Northstar Wealth Partners and LPL Financial. Outside of his advisory role, Warner is a minority owner of Warner Allred Tax Solutions, LLC, a tax and accounting services firm, and serves as a notary public. Warner Wealth provides financial planning, estate and tax planning, and discretionary wealth management primarily for individuals, families, entrepreneurs, and business owners. The firm utilizes a core-and-satellite investment approach tailored to client objectives and offers business-focused planning and multi-generational financial literacy services.

Brian Boyd is a financial advisor with Warner Wealth in Madison, CT. He holds a Series 66 designation and has one year of industry experience. Prior to joining Warner Wealth, he worked at LPL Financial and has a long background in publishing with Shore Publishing LLC and Vineyard Gazette. Warner Wealth serves individuals and families, including high net worth clients, as well as entrepreneurs and business owners, providing financial planning, estate and tax planning, and discretionary wealth management. The firm uses a core-and-satellite investment approach tailored to client objectives and incorporates third-party program solutions and technology platforms.

Bette Lynn Paez is a CFP® and ChFC® with 24 years of experience in financial advising. She is currently with Warner Wealth and has previously worked at Parkland Securities and LPL Financial. In addition to her advisory role, she works as a freelance technical writer. Warner Wealth serves individuals and families, including high net worth clients, entrepreneurs, and business owners, offering financial planning, estate and tax planning, and discretionary wealth management. The firm employs a core-and-satellite investment approach and provides business-focused planning and multigenerational financial education.

Robyn Wolcott is a financial advisor at Warner Wealth with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial and Shore Publishing. Warner Wealth advises individuals and families, including high net worth clients, as well as entrepreneurs and business owners. The firm offers financial planning, estate and high-level tax planning, and discretionary wealth management, employing a core-and-satellite investment approach tailored to client objectives.

John Kinney is a financial advisor at Warner Wealth with 36 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Warner Wealth since 2021. His prior experience includes roles at LPL Financial, National Planning Corporation, and Benchmark Asset Management. Warner Wealth serves individuals and families, including high net worth clients, entrepreneurs, and business owners, offering financial planning, estate and tax planning, and discretionary wealth management. The firm uses a core-and-satellite investment approach and provides business-focused planning and multigenerational financial literacy services.

Rachael Ciocca is a financial advisor at Warner Wealth in Madison, CT, with two years of industry experience. She holds a Series 66 designation and has worked at Warner Group and LPL Financial since 2019. Prior to her financial career, she was employed at Benefit Cosmetics for four years. Warner Wealth serves individuals and families, including high net worth clients, as well as entrepreneurs and business owners, providing financial planning, estate and tax planning, and discretionary wealth management. The firm employs a core-and-satellite investment approach and offers business-focused planning and multigenerational financial literacy engagement.