Warren Brooks

You're on an Important Journey, We Can Help

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Innovative Wealth Building Warren Brooks
California, MD

Serving Clients Nationwide

You're on an Important Journey, We Can Help

Areas of Focus

  • Faith-Based Investing
  • Financial Life Planning
  • High Net Worth
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Warren Brooks is the President, Chief Executive Officer (CEO), and one of the co-founders of Innovative Wealth Building In a world of tough financial choices, Warren has been a beacon of knowledge for his clients since 1999.

​Warren has started over 1,000 new clients in his career and has amassed an impressive amount of knowledge and over the years. As a result, Warren has become locally renowned as the go-to planner for Federal Employees and widows/ widowers that are navigating one of life’s biggest challenges.

What’s possibly most impressive is the relentless dedication that Warren has shown his clients over the years. When Warren says he will be there you know that he will, even if that means driving across the country or hopping on an airplane.

​Prior to becoming a financial planner, Warren honorably served 24 years in the United States Navy and retired as a Senior Chief Petty Officer. Additionally, Warren graduated from the University of Maryland University College with a Bachelor’s degree in Business Management.

​When he’s not working (which is often around the clock), Warren enjoys golfing and supporting local St. Mary’s County and Military-based organizations. Warren is married to his wife, Debbie. He has four children, and six grandchildren.

Primary Location

23567 Oak View Drive, Suite A California, MD 20619

Additional Locations

📍 15250 Ventura Blvd, Suite 730​ Sherman Oaks, CA. 91403


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form 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


About our Firm

At Innovative Wealth, we're passionate about helping our clients achieve their definition of financial success. We have a diverse team with a wide variety of expertise. We approach each conversation with a listen-first mentality, and our most important goal is simple - help you reach your goals!

At IWB, we lead with our values and do our best to stay grounded in F.A.I.T.H.

✔️ FAMILY: We’re a family of professionals working to serve you.

✔️ ACHIEVEMENT: Achieving your goals is our most important goal.

✔️ INTEGRITY: We do the right thing when no one is watching.

✔️ TEAMWORK: We work together to leverage each other’s strengths.

✔️ HONESTY: Our word is our bond; we strive for transparency.

Our Mission: to Empower others to feel confident throughout all stages of their lives.


University of Maryland, University College, Bachelor’s degree in Business Management

Hobbies and Interests

  • Family
  • Golf

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Government Employees
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.