About Legacy Finance
An independent approach.
A legacy built for you.
At Legacy Finance, we’re a second-generation, family-founded firm with deep roots in Clovis and the greater Fresno area. Our focus is simple: helping individuals, families, and business owners make confident financial decisions. As an independent fiduciary planning firm, we’re not tied to products or quotas—only to your goals. With decades of combined experience, including an in-house CFA®, we bring credentialed expertise, personal attention, and a commitment to doing what’s right. Our clients come to us for clarity and stay with us for the trust we’ve built over time.
Bradley Warner, CFA, CFP®, MBA
President & Chief Financial
Growing up in the business with my father as an advisor, it was a natural fit to join him full-time in 2004. To gain further knowledge and better serve our clients, I began pursuit of the CFA designation in 2009 and completed Level III...
Gary Warner, CFP®
Client Relations Manager
Gary Warner is a man who has led a fulfilling life, with many accomplishments and experiences. He earned his Bachelor of Science degree in Mathematics from the University of California at Davis and continued his studies for a Master of...
Helena Warner
Director | Creative and Marketing
Helena brings over a decade of branding and marketing experience to Legacy Finance, helping shape the firm’s voice, message, and visual identity to reflect the clarity, trust, and care clients have come to expect.
Stacia Josephson, MA, FPQP®
Client Services Manager
Stacia was born and raised in the city of Modesto, California. She showed an early aptitude for mathematics, and after graduating from high school, she decided to pursue her degree at Fresno State University and earned her Bachelor's...
Building Legacies with Purpose
Our mission is to help clients build their legacies today, ensuring they are remembered tomorrow. Through comprehensive financial planning and personalized guidance, we empower individuals and families to make informed decisions aligned with their values. By managing wealth with intention and planning for what’s ahead, we work to preserve and celebrate what matters most—for this generation and the next.
“A good person leaves an inheritance for their children’s children.” — Proverbs 13:22
Serving our Community
Since 1982
Legacy Finance provides fiduciary asset management and has proudly been serving the Clovis community since 1982. Founded by Gary Warner, the firm was built on a commitment to family, trust, and long-term relationships. Over the years, that vision evolved into a multigenerational business rooted in community and care. In 2016, Bradley Warner took the helm and rebranded the firm as Legacy Finance—carrying forward a mission of helping families build and preserve their legacies for generations to come.
Milestones
1982 – Gary Warner founded Warner Financial with a dual purpose: to serve as a financial advisor and safeguard his family's financial legacy.
1991 – Gary’s vision to be at the heart of the Clovis community led him to purchase property and build a space from the ground up—a place where clients could gather, feel at home, and build lasting relationships.
2004 – Bradley Warner joined Warner Financial Services, working alongside his father and gaining hands-on experience in serving families with care and expertise.
2016 – Gary passed the company to Bradley. Bradley rebranded it as Legacy Finance, reflecting a renewed focus on protecting what matters most—for this generation to the next.
2025 – Legacy Finance was named Best Financial Planner in Central California, a testament to decades of commitment to personalized guidance and multigenerational stewardship.
2025 Best of Central California, created by The Fresno Bee. Published on June 1, 2025. Data based on voting period between 2/17/25-3/7/25. Award winners are determined by online voting once per day. Readers were able to vote more than once. This award does not imply an endorsement, recommendation, or reflect the performance of the advisor. See https://www.bestofcentralcalifornia.com/ for more award information.
Build & Protect Your Legacy
We priortize helping you build and safeguard your legacy for future generations.
Offer High Caliber Resources & Services
We provide top-notch resources and services of the highest quality to meet your financial needs and aspirations.
Establish Transparency & Trust
We believe in fostering an environment of openness and trust, ensuring transparency in all our interactions and relationships.
Customized Approach For Your Individual Goals
We tailor our approach to align with your unique goals and objectives, recognizing that every individual's journey is different.
Add Value To Our Neighborhoods
We actively contribute to the betterment of our communities, striving to make a positive impact and give back to our neighborhoods.
