John Warneke, CEPA®, CTFA

Senior Wealth Strategist

“I take great pride in our role supporting clients because a customized, well-designed wealth plan based on their individual goals, has the potential to leave an impact for future generations and causes they’re passionate about. To that end, I continually challenge myself to make complex issues and options understandable.”

About John

John delivers guidance, and financial planning to senior corporate executives, business owners, and ultra-high-net worth families. His focus is on business succession, executive compensation, wealth preservation, estate planning, and wealth transfer and philanthropic strategies.

He has advised ultra-high net worth families, business owners, and senior corporate executives for nearly 30 years. His extensive background includes positions in trading, securities analysis, portfolio management, fiduciary administration, and wealth strategy.

Valuable Insights

  • Business succession and transition planning
  • Estate and wealth transfer planning
  • Executive Compensation Planning
  • Wealth Management
  • Fiduciary Administration

Accreditations

  • BA, Economics, St. Cloud State University
  • MS, Business Management, Cardinal Stritch University
  • Certified Exit Planning Advisor
  • Certified Trust and Financial Advisor

More from John Warneke

Recent Articles

Philanthropy
Read Time: 4 Min
What are Charitable Remainder Trusts?
Charitable Remainder Trusts may be a good strategy to support a philanthropic cause you’re passionate about, while also establishing a financial legacy for your family and reducing a tax burden.
January 21, 2025

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