Rob Werner
Certifications
I have a deep-rooted love for all things finance, stemming from my lifelong passion for numbers and money management. My journey as a Wealth Advisor comes from my desire to share my knowledge with others, guiding them towards financial success and security.
With a unique background that includes six years of service as an active duty medic in the Air Force and 24 years of experience working with commercial clients in treasury management, I bring a wealth of real-world insight and a dedication to helping individuals develop a customized plan that instills confidence and provides a clear financial roadmap.
“I use my diverse experiences to help you achieve your financial goals with precision and care.”
In my free time, I enjoy staying healthy and active by hiking and golfing. My hobbies also include woodworking and traveling. I live for spending quality time and making memories with wife and two teenagers. Along with my wife, we are the founders of The Mason Werner Foundation helping educate families about the risk of SIDS in honor of our son.
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |