Going above and beyond to reinforce your financial future.
Our team of seasoned financial professionals emphasizes a client-centric approach to financial planning. We take the time to understand you, so we can incorporate your financial mindset, emotions, aspirations, and goals into a plan that is personalized to your situation. We welcome you to come meet our team.
Warren Duthie, ChFC®
Wealth Management Advisor
Warren Duthie is a wealth management advisor with more than 18 years of experience providing strategic and comprehensive planning for clients all over the country. He specializes in retirement income planning and innovative solutions to wealth accumulation and protection. Warren works with both individuals and businesses in developing plans to achieve financial goals.
Originally from Huntington Beach, Warren currently lives in Point Loma with his wife, Courtney, and their four kids: Phoebe, Gus, Ruby, and Millie. Warren is a huge LA Kings fan and in his spare time enjoys surfing, running, and practicing jiu jitsu. He is also very active in his church and the Young Life College group.
Rachael Standaert, ChFC®
Wealth Management Assistant
Rachael has worked with Warren for more than 10 years. She is a licensed life and health agent and has earned her FINRA Series 6, 7, and 63 securities registrations as well as her Chartered Financial Consultant (ChFC®) certification. Rachael handles all daily administrative activities as well as client services, implementation, preparation, and the underwriting process. When you become a client, you are going to want to save her cell phone number.
Our Extended Support Team
Through our affiliation with Commonwealth Financial Network®, we have access to teams of advanced planning consultants, investment research professionals, and retirement specialists to help us address your needs. Use the buttons below to learn more about these teams.
Plan Wisely Today
Let us help you plan and protect your financial future. Contact us to schedule your complimentary consultation.