CoverProfile

Warren Isenberg

President & Co-Chief Investment Officer

Walker Financial Advisors Inc

United States, California, Mission Viejo

About Me

Warren joined Walker Financial in February 1998. He serves as President where he oversees the day to day operations of the firm, and is currently the lead advisor for 55 clients. He and Scott Walker form the investment policy committee and communicate daily regarding the economy, interest rates, and investments. Warren is a Certified Financial Planner™ practitioner and earned a Bachelor of Science degree in Biology from the University of California – Irvine in 1989. He has previous industry experience with American Express Financial Advisors. Warren resides in Encinitas with his wife Michelle and sons Owen and Everett. In his spare time, he enjoys bic

View more

Profile Information

President & Co-Chief Investment Officer

Walker Financial Advisors Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Mission Viejo

California

United States

Sep 6, 2024

Work Experience

Walker Financial Advisors Inc

President & Co-Chief Investment Officer
Mar 2019 - Present
Email: warren@walkerfinancial.com

More profiles to browse

SW
Scott Walker
Chairman, CEO, and Co-Chief Investment Officer

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)