The Warren Group Wealth Management

Specialties

The The Warren Group Wealth Management, Inc. is a comprehensive financial services firm committed to helping our clients improve their long term financial success. Our tax efficient, customized programs are designed to grow and conserve our clients’ wealth by delivering an unprecedented level of personalized service. We are dedicated to offering comprehensive planning without the proprietary product bias that has become so prevalent in the financial industry. Our team of Tax and Estate Professionals, collectively have the knowledge and experience to provide customized solutions tailored to your unique business or personal needs.

Securities offered through Western International Securities, Inc. Member FINRA & SIPC. The Warren Group Wealth Management, Inc. and Western International Securities, Inc. are separate and unrelated companies. All investments involve risk. Past performance cannot guarantee future results.

History

Established in 2007.

In 2007, Daniel Warren founded The Warren Group Wealth Management, Inc. to provide a new level of independent comprehensive and objective advice to individuals and businesses. Daniel’s vision for The Warren Group is to offer a meaningful alternative to traditional financial planning and investment brokerage firms by providing comprehensive planning without the proprietary product bias that has become so prevalent in the financial industry.

Meet the Business Owner

Daniel W.

Business Owner

Daniel J. Warren is President and Founder of The Warren Group Wealth Management, Inc. Since 1998, he has been dedicated to providing his clients with a full range of insurance, investment and financial advisory services.

Daniel was born and raised in Los Angeles and completed his Bachelor’s degree in Business Economics at the University of California at Santa Barbara. Upon graduating from UCSB, Daniel started his career in the financial services industry with Prudential Financial, one of the oldest and largest financial firms in the nation. During his nine years at Prudential Financial, he was recognized as one of their top advisors and managers of financial services in the country.

In 2007, Daniel founded The Warren Group Wealth Management, Inc. to provide a new level of independent comprehensive and objective advice to individuals and businesses.

In 2014 Daniel was named a Five Star Wealth Manager by Five Star Professional and Los Angeles Magazine.