Our Advisors

Jeffrey Warnock, CFP®, CLU®, ChFC®

Vice President, Retirement Plan Consulting

With 25 years in the financial services industry, Jeffrey Warnock brings specialized expertise in qualified retirement plans, executive benefits and insurance planning for corporate clients. He also has extensive experience with asset management, risk management, estate planning strategies and business succession planning.

Throughout his career, Jeff has continually developed his professional qualifications, earning certifications and designations as a Chartered Financial Consultant® and a Chartered Life Underwriter®. He has also completed advanced executive course work at Stanford University.

Jeff is also a member of the Huntington Beach Chamber of Commerce, the Western Region Pension Council, the Orange County Estate Planning Council and the Million Dollar Round Table.

Jeff and his wife, Chana, live in Huntington Beach and have three children. The family is active in their church and schools, and volunteer their time to the Huntington Beach Junior Lifeguard program and Court Appointed Special Advocates of Orange County.

CA Insurance Lic. #0682644