David Warner, CPA & Social Security Professional
David Warner
CPA, David H. Warner, CPA, LLC dba Warner Financial Group
Professional Profile
Meet David Warner, CPA, EA, CFP®, and Personal Financial Specialist at Warner Financial Group in Ohio. With over 35 years of extensive experience in public accounting, David has been a trusted financial advisor since 1987, providing expert guidance to individuals and families navigating the complexities of taxes, social security, and personal finance. His commitment to excellence is evident in his meticulous approach and deep understanding of financial strategies tailored to his clients' unique needs.
David Warner has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
David is not only a certified public accountant but also holds the prestigious designation of Enrolled Agent, empowering him to represent clients before the IRS. He is dedicated to ensuring that his clients maximize their social security benefits and achieve their long-term financial goals. Whether you are planning for retirement, managing your taxes, or seeking financial advice, David's knowledge and reputation for reliability make him the go-to expert in the area.
Outside of his professional life, David enjoys spending time with his wife, three adult children, and 11 grandchildren. A passionate sports fan, he enjoys cheering on Cleveland teams and playing golf during his leisure time. Trust David Warner to guide you on your financial journey—experience, integrity, and personalized service are just a call away.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.