Wealth Management Advisor
Warren Duthie is a wealth management advisor with more than 16 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 resides 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.
Wealth Management Assistant
Rachael joined Warren's team in January 2015 as his marketing coordinator. Since then, she has become a licensed life and health agent, transitioned to a role as director of operations, and acquiring her FINRA Series 6, 7, and 63 securities registrations shortly after. Rachael handles all daily administrative activities as well as client services, implementation, preparation, and the underwriting process.