Blaine Werner CFP® CIMA®
Blaine has been serving his clients by helping them put their financial puzzles together for over four decades. His legacy of working in the clients’ best interest started with Merrill in 1977, and that trust is the cornerstone of every client relationship. He is committed to the financial well-being of 44 Wealth’s clients. As a self-proclaimed financial internist, Blaine wants to help clients stay financially healthy and prepared so they can have peace of mind now, and in retirement.
Blaine’s 44 Wealth teammates describe him as intelligent, approachable, humble, honest, and quick-witted. He is known for his one-liners and his deep commitment to every client.
Blaine and his wife Jennifer have been married for over 30 years and have three adult children and two granddogs. Blaine enjoys visiting friends and clients across the US, spending time in Texas and on the Oregon Coast, and visiting their children as much as possible.
Education + Certifications + Acknowledgements
- BA in Economics, Amherst College
- CFP® CIMA®
- Ranked by Barron’s as one of the Top 1,200 Financial Advisors in 2014, 2015, 2016, and 2017.*
- Considered “Best-in-State Wealth Advisors” by Forbes in 2018, 2019, 2020, and 2023.**
*The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Nominations are limited to 34,500 with 1,200 receiving the ranking. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.Please follow the link for additional information: https://www.barrons.com/advisor/report/top-financial-advisors/1000?mod=faranking_subnav.
**Forbes’ Best-In-State Wealth Advisors rankings are based on the opinions of SHOOK Research, LLC and are selected from a pool of nominations. For the year 2018, there were over 25,000 nominations, in 2019, there were over 30,000 nominations and in 2020, there were over 32,000 nominations. Advisors in the Best-In-State Wealth Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved. Please follow the link for additional information: https://www.shookresearch.com/a-methodology.html
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP®Board’s initial and ongoing certification requirements. More information regarding the CFP® is available at http://www.cfp.net/default.asp.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. More information regarding the CIMA is available at https://www.cimaglobal.com/.