Broker Check

Bette Lynn Paez Joins Warner Wealth!

August 21, 2023

Our Warner Wealth team continues to grow!

We are elated to welcome financial planner Bette Lynn Paez, MS, AIF®, ChFC®, CFP® (just to name a few), and her wonderful clients to our growing financial advisory group. 

As a Certified Financial Planner, Bette Lynn helps her clients stop committing what she likes to call "random acts of finance" and develop a good working relationship with their money so they can get ready to be the little old people they can’t imagine being.

After earning her BA from Ithaca College and her MS from Carnegie Mellon University, Bette Lynn joined IBM in Pittsburgh as a Marketing Representative. She retired early from the corporate world and opened Bette Lynn's BakeHouse in Black Rock, CT. But after four years, she knew she was rolling in the wrong dough and switched gears to freelance as a small business consultant and technical writer, something she still enjoys to this day. 

Bette Lynn got serious about money and acquired her CERTIFIED FINANCIAL PLANNER certification. Since 2001, this longtime number cruncher has been helping busy, motivated people make savvy decisions about their money. 

When Bette Lynn and James crossed paths at an educational advisory event, they realized they shared the same core values when it comes to helping their clients pursue their financial goals. 

"I knew instantly that Bette Lynn was the perfect addition to the Warner Wealth team. She shares my enthusiasm for helping clients at all stages of their lives and takes a holistic approach to financial planning. I am so excited to welcome her and her clients to Warner Wealth. I am equally thrilled to introduce her to our existing clients. She is a knowledgeable financial planner and I know she is going to help our clients as well as her own," said James.

Bette Lynn shares James' enthusiasm in joining the Warner Wealth team. "I am excited that my clients will have an entire team to help them now and into the future. I am equally happy to help any Warner Wealth clients with their unique financial plans. This is a wonderful opportunity and I look forward to meeting everyone," said Bette Lynn. 

If you'd like to talk to Bette Lynn or discuss your financial plans with her, please reach out to us at 203-929-2727.