Warland Griffith, CFP, CEPA
Partner, Senior Client Relationship
My experience as an owner and entrepreneur in the private business world spans more than 35 years over three different industries, including business wealth and value acceleration, personal financial planning and executive search.
As the founder and CEO of a financial planning firm, I developed programs and accumulated in-depth experience in personal wealth accumulation, risk reduction, estate planning and tax advantaged income replacement strategies to harvest wealth for retirement. If there’s one thing this industry has shown me, it’s that helping others realize their dreams and achieve financial independence in ways they feel good about, makes this work worthwhile.
Earlier in my career, I established and ran one of the most successful executive search firms in Florida , serving the hiring needs of Fortune 500 companies. I have worked closely with company executives and been exposed to a wide spectrum of business-related disciplines, including manufacturing and distribution, sales and marketing, finance, human resources and organizational leadership.
As one of the founding partners of RFN Advisory Group, I help guide owners through a unique and proprietary process of transforming their business into one of the most valuable and competitive “transition ready” companies in their industry.
Besides raising a close-knit, virtuous family, continuous education is my passion. I received my BBA from the University of Miami, graduated from FAU’s College for Financial Planning and have earned several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA) and Certified Business Exit Consultant.
Happiness is a state of being, not a point in time. Currently, the happiest moments of my journey are when I am positively impacting the lives of my grandchildren.