Warland Griffith, CFP®, CEPA
Partner, Client Relationship Management
Warland Griffith’s 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, Warland 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. Earlier in his career, he established and ran one of the most successful executive search firms serving the hiring needs of Fortune 500 companies. Warland has 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 (previously Strategic Value Advisors), Warland works to 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.
At RFN Advisory Group, “transition ready” means you and your team understand and are focused on managing the key metrics that create optimal value and financial performance, regardless of your intended timeframe for a transfer of ownership. Achieving this requires a disciplined approach to mitigate the risks driving down the value of your business and implementing a disciplined roadmap of action steps to strengthen and create extraordinary, predictable performance and transferrable value in a best-in-class business.
Continuous education is Warland’s passion. In addition to completing his BBA from the University of Miami, Warland is a graduate of FAU’s College for Financial Planning and has earned several professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA) and Certified Business Exit Consultant.