Werdel Financial Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Advisors

Tim Werdel

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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