Gary Warner, CFP®

A Foundation That Started It All
Serving Families
and Building Legacy

Gary Warner’s journey into financial services began with a simple motivation. He wanted to protect and grow his own family’s financial future. What started as a personal responsibility soon grew into a lifelong calling to help other families build strong financial foundations. After decades of serving clients, Gary has seen firsthand how thoughtful planning can shape generations. His approach has always been rooted in education, stewardship, and helping people make informed decisions about their financial lives. Today, his legacy continues through Legacy Finance in Old Town Clovis, where he still works with long time clients and helps guide new relationships.

Decades of Experience and Leadership
Legacy Advisor
of Legacy Finance

Gary brings more than four decades of experience in financial services, along with a strong academic background in mathematics and a lifelong commitment to learning.

• Bachelor of Science in Mathematics from the University of California, Davis
• Completed graduate studies toward a Master of Arts in Mathematics at Sacramento State University
• Served in the United States Army and achieved the rank of Captain
• Spent seven years in the steel and industrial supply industry before entering financial services
• Entered the Financial Services Industry in 1982
• CFP® professional
• Earned the CLU and ChFC designations
• Formerly held the CSA and AEP designations
• Founded Warner Financial Services in 1990
• Built the Warner Building in Old Town Clovis in 1991

In 2016, Gary and his son Bradley began transitioning the firm under a new name, Legacy Finance. Today Bradley leads the firm, while Gary continues to maintain long standing client relationships and assists in meeting with new families seeking financial guidance.

A Little More About Gary

A Little More About Gary

Outside of the office, Gary has always been deeply involved in the Clovis community. Over the years he has served with several organizations including the Clovis Rotary Club, the Foundation for Clovis Schools, and the Clovis Chamber of Commerce. Gary has been happily married for more than four decades and is the proud father of three adult children. His faith is an important part of his life, and he considers himself a lifelong student of the Bible. He is currently working on a book exploring the wonders of God’s creation. When he is not reading or writing, Gary enjoys spending time outdoors hunting and continuing his pursuit of learning. Curiosity and a desire to grow have always been central to the way he approaches both life and his work.

Our Process
Our Values
Our History

Connect With Our Team
Continuing Relationships Built Over Decades

Behind every great client experience is a team working to ensure communication is clear and helpful. If you have questions about Legacy Finance, our services, or where to start, we are always happy to help guide you in the right direction.

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