Home – James D. Warring

James D. Warring

 

James D. Warring, CPA/PFS, CFP®

Chief Executive Officer & Founder
One:One Interview With Jim

Mr. Warring is Founder and Chief Executive Officer of EagleStone Tax & Wealth Advisors, which is comprised of two separate entities: a Registered Investment Advisor -RIA firm (Eaglestone Wealth Advisors, Inc.) and a CPA firm (Warring & Company, LLC, CPAs). With a combined client-base of over 300 clients, Mr. Warring and his wealth management team advise clients on issues relating to saving and deferring taxes, estate preservation techniques, financial independence projections, prudent investment asset allocation models, risk reduction including the use of various insurance-related vehicles, and overall wealth accumulation strategies.

Prior to launching EagleStone Tax & Wealth Advisors in February 2007, Mr. Warring practiced tax and financial counseling with Washington, D.C. area CPA firms, including KPMG Peat Marwick and Arthur Andersen. He was a leading partner with the CPA firm Rubino & McGeehin, Chartered for nearly 10 years, where he created & directed their wealth management practice. He has been employed in the Washington, D.C. public accounting arena since 1983. Jim has been published in many nationally known publications, including the AICPA’s Journal of Accountancy and the MONEY column of the USA TODAY newspaper. He has been a featured speaker at national conventions, including the AICPA national conference on Advanced Personal Financial Planning (PFP). He has also served as an Editor for the PLANNER, as distributed by the AICPA’s PFP division. In 2015, Jim was named Smart CEO’s Money Manager of the year for the Washington DC area.

Mr. Warring is a native of Washington, D.C. He was born in the District of Columbia and was raised in Montgomery County, Maryland. He attended Towson University in Baltimore, Maryland where he graduated magna cum laude and played on their varsity golf team. Jim currently enjoys golf, fitness and scuba diving. Mr. Warring avidly supports many charities with a focus on helping children because he firmly believes in next generation investment for our collective future. He now resides in Olney, MD with his three children.

Accreditations and Accolades

Education, Professional Designations and Licenses

  • Towson University, B.S. Accounting and Finance, magna cum laude, varsity golf, June 1983
  • Certified Public Accountant, (CPA) 1984
  • Certified Financial Planner, (CFP) 1987
  • Personal Financial Specialist, (PFS) 2004
  • FINRA Series 6, 7, 66 (63 & 65 combined) securities licenses
  • Life, Disability, Long-Term Care insurance licenses (MD, DC, VA, PA, NJ)

Affiliations

  • AICPA (American Institute of Certified Public Accountants), tax division, since 1985
  • AICPA, Executive Committee appointment, Personal Financial Planning, 2003-2006
  • AICPA, Personal Financial Planning Technical Conference Committee, 2003-2006
  • Holy Cross Hospital (Finance Committee member, 2000)
  • Estate Planning Council (suburban Maryland chapter) President, 1999-2000
  • Maryland Association of CPAs, member since 1985
  • Olney Theatre Center (Board of Directors, April 2016)

Publications & Appearances

  • USA TODAY (MONEY column), Double Dipping for Kid Care, February 27, 1989
  • USA TODAY (MONEY column), First Time Real Estate Buys, May 15, 1989
  • USA TODAY (MONEY column), Taxing Trust Fund Earnings, May 22, 1989
  • USA TODAY (MONEY column), Avoid Risky Penny Stocks, May 22, 1989
  • USA TODAY (MONEY column), The Nasty Nine Tax Questions, April 10, 1989
  • USA TODAY (MONEY column), Deducting Gifts to Workers, May 8, 1989
  • USA TODAY (MONEY column), The Risks of Bond Funds, June 5, 1989
  • Physicians Financial News, Compliance Plans Seen Reducing Fraud Exposure, March 15, 1998
  • Kleinrocks Publishing, Spotlight on Financial Planning, October 19, 2001
  • AICPA Personal Financial Planning Conference, Business Models that Work in a CPA Firm, January 9-12, 2005
  • AICPA Personal Financial Planning Conference, Life Settlements, January 9-12, 2005
  • Journal of Accountancy, Turn Unneeded Policies Into Cash, September 2005
  • AICPA Personal Financial Planning Conference, The New Retirement – Retirement Planning Models, January 9, 2006
  • WUSA, Channel 9, Interview with Andrea Roane, Saving For Retirement, July 21, 2006
  • WTOP Radio, Interview with Shirley Rooker, Protecting the Vulnerable Against Fraud, August 30, 2006
  • Financial Advisor Magazine, R&M Wealth Mgmt Rated 21st Fastest Growing Advisory Firm in its Class, July 2006
  • Financial Advisor Magazine, Factors to Consider When Accepting Clients, October 2006 (to be published)
  • AICPA, The Planner, Pension Protection Act of 2006, October 2006 (to be published)

 

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