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 nearly 30 years. They have three adult children and one granddog. They enjoy the Oregon Coast 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, and 2020.**
*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. 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.
**The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.
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/.