Serving Westlake Village and the Greater Los Angeles area
Warren brings dedication by assisting people to live their best life. Raised in Los Angeles, Warren spent nearly two decades working in the fitness industry in multiple roles focusing on improving individuals’ overall health. Warren then decided to take his continued passion for service by shifting from individual body health to individual financial health. He began by working alongside his step-father, a seasoned financial advisor at National Planning Corporation (NPC). While at NPC, Warren assisted his step-father with the financial matters of pre-retired and retiree clients, while building his own practice focusing on the financial needs of generation X and Y.
Warren views everyone’s personal financial situation as unique to them. He believes that there is no “one size fits all” strategy. By taking a holistic approach to money management and overall financial advising, Warren has found success assisting clients with setting goals and implementing a personalized strategy to pursue those goals.
Currently, Warren is enrolled in UCLA’s Personal Financial Planning certificate program and will sit for the Certified Financial Planning (CFP®) examination in 2018. An avid proponent of prudent financial planning, Warren serves on the Board of Directors of Financial Planning Association- Los Angeles chapter.
Warren holds the following registrations through LPL Financial: Series 6, 7, 63, 65
Warren is registered for Securities in the following states: CA
Check the background of this investment professional on FINRA’s BrokerCheck.