Warland is a graduate of the University of Miami's School of Business Administration and the College for Financial Planning at Florida Atlantic University in Boca Raton. He has the professional designations of Certified Financial Planner and Certified Estate Planner, and is an active member of the Financial Planning Association.
As an independent advisor with clients ranging as high as $20 million in net worth, Warland offers personalized coaching in a variety of areas. He has been a featured speaker at public seminars, and a continuing education instructor on tax-advantaged investing, the importance of asset allocation, investing for growth in both bear and bull markets, and optimizing retirement income while reducing the potential loss of principal.