Justin Warren, CFP®


As Vice President of Financial Planning, Justin helps pre-retirees and business owners create clarity to the complex issues of financial planning by designing a smooth and seamless transition into and through retirement. He helps his clients answer the question, “Am I going to be okay?”

He is a business administration graduate from Vanguard University of Southern California. Additionally, he is a CERTIFIED FINANCIAL PLANNER practitioner and holds securities Series 7 and 66 licenses and state insurance licenses. When he isn’t helping clients pursue their goals, Justin enjoys spending time with his wife, Kailee, and their children Peyton, Oliver and Sawyer.

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