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Bradley Warner CFA, CFP®, MBA

Bradley Warner CFA, CFP®, MBA

President/Chief Financial Advisor

•Graduated from Pepperdine University in 2002 with a Bachelor's degree in Business Administration and a minor in Accounting
•Joined Warner Financial Services in 2004, working alongside his father
•Earned Series 7, 66, and California insurance license in 2004
•Completed level one, two, and three of the Chartered Financial Analyst (CFA) examination in 2009, 2010, and 2011 respectively
•Earned CERTIFIED FINANCIAL PLANNER™ certification
•Pursued an MBA at Pepperdine on a full tuition scholarship, completing the program in 2012
•Rebranded family company from Warner Financial Services to Legacy Finance in 2016
•Committed to helping clients build a lasting legacy of excellence and trust
•Active member of Clovis Rotary and the Business Organization of Old Town
•Experienced traveler, having visited over 50 countries and mastered the art of traveling on miles and points