Assistant Vice President, Financial Adviser & Retirement Planner
As a financial adviser, Warren works closely with new and existing clients to help them make good strategic decisions with their financial resources. He also holds primary responsibility for the firm’s retirement planning services where he helps individuals and families identify their current and future income needs and prepares customized retirement plans to help them reach their goals. Warren joined Telos Capital Management, Inc., in 2015 and has more than 20 years of financial service experience. Prior to joining the Telos team, he worked for TIAA-CREF, TD Ameritrade and Charles Schwab, Inc., where he gained expertise in retirement planning with a focus on estate planning, incapacity planning, and income generation. Born and raised in Toronto, Canada, Warren graduated with a Bachelor of Arts in Psychology degree from York University. He went on to earn a Master’s of Science in Education from Niagara University in New York and then worked as a math teacher for five years before starting his career in the financial services industry. Warren obtained the CFP® (CERTIFIED FINANCIAL PLANNERTM) certification in 2012.
Warren lives in Scripps Ranch with his wife and two daughters. He enjoys most outdoor activities, loves watching ice hockey, and spends the majority of his free time watching his daughters participate in gymnastics.