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Bradley Warner, CFA, CFP®, MBA

Bradley Warner, CFA, CFP®, MBA

President & Chief Financial Advisor

Bradley Warner, the founder of Legacy Finance, is a highly accomplished and dynamic individual whose unwavering passion for finance has propelled him to incredible heights. Bradley graduated from Pepperdine University in 2002, earning a Bachelor's degree in Business Administration with a minor in Accounting. Following college Bradley began a career in accounting, where he gained valuable experience and expertise, before joining his father at Warner Financial Services, in 2004. Bradley's dedication led him to earn his Series 7, 66, and California insurance license that same year. Bradley's thirst for knowledge didn't stop there. He completed the level one Chartered Financial Analyst examination in 2009, followed by level two in 2010, and level three in 2011. What's even more impressive is that Bradley studied for the level three Chartered Financial Analyst exam while backpacking around the world, demonstrating his commitment to his profession and his love for adventure. The same year, Bradley earned his CERTIFIED FINANCIAL PLANNER™, adding another impressive credential to his already stellar list.

In 2012, he went back to Pepperdine on a full tuition scholarship to earn his MBA through their twelve-month program. Then in 2016, Bradley rebranded his family's company from Warner Financial Services to Legacy Finance, reflecting his commitment to helping his clients build a lasting legacy of excellence and trust. But Bradley's success is not just limited to his professional life. In 2020, he married Helena, his wife, and greatest supporter. Bradley is also an active member of the Clovis Rotary and the Business Organization of Old Town. He has visited over 50 countries and has mastered the art of traveling on miles and points, allowing him to see the world without breaking the bank. Bradley's passion for travel is a reflection of his adventurous spirit and his desire to experience everything life has to offer.

"A good man leaveth an inheritance to his children's children" Proverbs 13:22

I am licensed to sell Insurance Products in the following states: CA, TX, CO, OH, KS, UT, AZ

I am licensed to sell Securities in the following states: CA, TX, CO, OH, KS, UT

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