Walt D. Warren, Chfc Email and Phone Number

I am a member of a team of Wealth Advisors serving a select group of individuals and business clients using proactive, comprehensive wealth management. We believe in helping our clients in all aspects of their financial lives including Investments, Retirement Planning, Risk Management, Education Planning, and Estate Planning. Our investment philosophy incorporates suitable Asset Allocation, Diversification, Tactical Management, and meticulous Due Diligence of the investments we recommend. Our clients can expect us to always put their best interests first, to be professional, and to keep up with the continuing education required in order for us to remain experienced in our field.Specialties: Fee-Based Asset Management, Retirement Plan Rollovers, Comprehensive Financial Planning, Non-Correlated/Alternative Investments, 529 College Savings Plans, Life/Disability/LTC Insurance, Retirement Plans For Small Businesses and Self Employed Individuals.Securities, Asset Management and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Financial Planning offered through Financial Advocates Advisory Services, a registered investment advisor. Financial Advocates Advisory Services, Laurus Wealth Management and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.