Werdel Financial Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

Advisors

Advisor photo for Tim Werdel

Tim Werdel

CRPC™

Financial Advisor

Franchise Owner
Visit Tim Werdel's website


Team

John Lawyer

John Lawyer

Operations Specialist

Qualifications

  • 10+ Years of experience in Financial Service Industry and Insurance Industry
  • CA Life Insurance License #0E73288

Roles & Responsibilities

  • Conduct transactions on behalf of clients
  • Run illustrations and hypotheticals
  • Researches portfolio/robust product solutions that will fit the client’s risk tolerance, goals and time frame
  • Identify clients to engage or re-engage in planning relationships
  • Monitor economy, markets, and world events to determine any required strategic rebalancing
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Diana Nombrano

Diana Nombrano

Office Manager

Roles & Responsibilities

  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Maintain files and records in accordance with the records retention policy
  • Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
  • Set up and maintain client management system
  • Call clients or prospects to set up meetings or appointments
  • Coordinate client appreciation events and seminars
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Cooper Werdel

Intern