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Marte Werner

Retirement Plan Advisor

MEET Marte

Marte is one of the founders of NWK Group, Inc. He leads the development and delivery of NWK Group services to institutional clients. Marte’s experience in the financial services industry spans more than 25 years, with a focus on serving institutional retirement plans. Prior to co-founding NWK Group in 2002, he worked for boutique firm in San Francisco advising institutional retirement plans.Marte holds the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations. He earned a degree in Business/Finance from San Diego State University in San Diego, California.Residing in Belmont with his two daughters, Marte enjoys cycling, golfing, skiing and spending time with family and friends.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Marte Werner

Retirement Plan Advisor