Justin Warren, CFP®

Our structurally sound strategies can help strengthen your retirement blueprint.

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Pillar Financial Group Justin Warren, CFP®
Fresno, CA

Serving Clients Nationwide

Our structurally sound strategies can help strengthen your retirement blueprint.

1 Certified Advisor Reviews™
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Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Social Security
  • Taxes

About Me

As Vice President of Financial Planning, Justin Warren 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?”

Justin 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.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • National Social Security Advisor (NSSA)

Affiliations

  • CFP Board

Primary Location

7110 N Fresno St., Suite 120 Fresno, CA 93720

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

From the roof over your head to the retirement you’ll enjoy, a solid foundation is essential to ensuring it all stays upright. When it comes to our firm, these five pillars serve as the structure we need to help you achieve your dreams.

✅ First Pillar: Excellence

We depend on exceptional people to provide exceptional financial services. We set high standards and support each other as we strive to achieve them. We invest in each other and value the individual and cultural differences that make us strong. We are proud of our superior services as measured by quality outcomes.

✅ Second Pillar: Integrity

We seek to be honest, ethical and responsible in our work and in the way we deal with others. We keep our promises and admit our mistakes. We are transparent. By the way we strive to live our lives every day, we are worthy of the trust people place in us.

✅ Third Pillar: Innovation

We create a culture of continuous development, welcome personal and professional growth through a lifelong learning and service improvement journey, and embrace change, creativity and personal growth. We incorporate new ideas, technology and methods to improve the financial services we provide. We strive to anticipate future trends and create strategic plans to help our clients achieve their goals.

✅ Fourth Pillar: Collaboration

We establish community partnerships. We build enduring internal and external relationships, joining with colleagues across organizational boundaries to improve the care and services we provide. We encourage and reward both individual and team achievements. We put the common good ahead of narrow interests.

✅ Fifth Pillar: Stewardship

We are resourceful, adaptable and resilient. We have a “can-do” attitude that gets the job done. We are fiscally responsible and efficient with our time. We are each personally dedicated to making Pillar Financial Group better because we are here to serve our communities.

Education

Vanguard University of Southern California

Hobbies and Interests

  • Family
  • Traveling

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Families
  • Gen X
  • Living in Retirement
  • Professional Athletes
  • Real Estate Investors
  • Widow

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Thank You

✅ Wealthtender Certified Advisor Review™
April 1, 2024

Thank you Justin for guiding me through the difficult process of choosing Life Insurance. Your compassion and patience were most appreciated. I’m stunned by your vast knowledge… well done!!

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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