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Our Milestones

Founded

Gary Warner founded Warner Financial in 1982 with a dual purpose: to serve as a financial advisor and safeguard his family's financial legacy.

Vision

Gary's vision to be at the heart of the Clovis community led him to purchase property, build a building from scratch, and over the years, it has became a cherished hub where people gather, share stories, and form meaningful relationships.

Growth

Brad joined Warner Financial Services, to work alongside his father. Being part of the family business allowed him to gain valuable insights and experience in the industry.

Legacy

In 2016, Gary passed the company to Brad. Brad subsequently rebranded it as Legacy Finance to fulfill his mission of safeguarding and preserving legacies.

From One Generation To The Next.<br/>

From One Generation To The Next.

Together, Gary and Brad have forged a formidable team, synergistically combining their expertise and shared vision to create lasting value for their clients. Through their collaborative efforts, they strive to deliver comprehensive financial solutions that not only build and protect legacies but also generate meaningful and sustainable outcomes for those they serve.