Marte Werner, AIF®, CPFA®

Marte Werner, AIF®, CPFA®


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, Calif.

Residing in Belmont with his two daughters, Marte enjoys cycling, golfing, skiing and spending time with family and friends.