Blog posts by James Warner, MBA, CPA, CFP®, CIMA®

The financial world is complex and ever-changing. At Sanderson, we believe our role isn’t just to advise clients on what to do with their money—it’s also to empower them with the knowledge to make informed decisions that enhance their lives. We hope you find the following resources insightful and helpful.

James Warner, MBA, CPA, CFP®, CIMA®

James Warner, MBA, CPA, CFP®, CIMA®
As a founding member of Sanderson Wealth Management with over 30 years of experience in the financial service industry, Jim Warner has played a pivotal role in the firm’s growth. Jim serves dual executive roles at Sanderson. As Chief Financial Officer, he manages the firm’s internal finances, from bookkeeping and revenue collection to budgeting, financial statements, and tax returns. Additionally, as Chief Compliance Officer, Jim is responsible for ensuring Sanderson maintains compliance with SEC, FINRA, and other regulatory requirements. Personal finance has always been a keen interest for Jim—going back to his middle-school years regularly watching Wall Street Week, hosted by Louis Rukeyser. He is dedicated and supremely focused on helping clients make sound financial decisions to achieve their most meaningful goals. Jim has advised dozens of families for multiple decades and generations. He is especially proud of the many client referrals he’s gained throughout his career.
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Recent Posts

Strategies for an Overfunded 529 College Savings Account

Strategies for an Overfunded 529 College Savings Account

Financial Planning, Tax Consulting

Jim Warner explores what to do with excess or unused funds in a 529 savings plan, including a new Roth IRA rollover option starting in 2024. Read More

Bond Investing: Bond Basics & Interest Rate Risk

Bond Investing: Bond Basics & Interest Rate Risk

Financial Planning, Investment Consulting

A beginner’s guide to bond vs. stock investing and how to strategize to best suit your financial portfolio while accounting for inflation and market risks. Read More

What the SECURE 2.0 Act Changed for Retirement Planning

What the SECURE 2.0 Act Changed for Retirement Planning

Financial Planning, Investment Consulting

The SECURE 2.0 Act is packed with provisions for retirement planning. Jim Warner highlights the key takeaways and how they can benefit in planning for your future. Read More

IRS Announces Raises to Retirement Contribution Limits for 2023

IRS Announces Raises to Retirement Contribution Limits for 2023

Financial Planning, Investment Consulting, Tax Consulting

Jim Warner outlines how the IRS is adjusting to high inflation by allowing individuals to save more for retirement next year. Read More

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