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.
Find me on:
 

Recent Posts

College 529 Financial Aid Updates

College 529 Financial Aid Updates

Financial Planning

The 2025-2026 school year FAFSA® application is now open with a few key changes. Jim Warner explores how these updates may impact your financial planning. Read More

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

Let’s talk about your future.

Schedule a consultation to learn more about our investment services.

    Filter Blog Posts

    SUBJECT

    See all

    Put our experience to work for your wealth.

    Schedule a consultation to learn more about our investment services.

    Background

    Schedule a consultation to learn more about our investment services.

    © 2022 Sanderson Wealth Management LLC

    716.566.2420

    Sanderson Wealth Management, LLC (“Sanderson Wealth”) is an SEC registered investment adviser located in Buffalo, New York. The publication of Sanderson Wealth’s website on the Internet should not be construed by any consumer or prospective client as Sanderson Wealth’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.  The information on this Internet site should not be construed as the provision of personalized individual advice from Sanderson Wealth.

    A copy of Sanderson Wealth’s current written disclosure statement as set forth on Form ADV discussing Sanderson Wealth’s business operations, services, and fees is available upon written request.  Sanderson Wealth does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided for convenience purposes and all users thereof should be guided accordingly.

    ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.