Warren Brooks

CEO & President at Innovative Wealth Building

📍 California, Maryland, United States

Warren Brooks is the CEO and President of Innovative Wealth Building. A retired US Navy Senior Chief Petty Officer, he holds a Bachelors in Business Management from the University of Maryland University College and specializes in financial planning for federal employees and widows/widowers.

Warren strongly values personal connection, believing face-to-face interaction is crucial in an industry he feels is becoming too impersonal. He is married to his wife, Debbie, and is dedicated to building strong, lasting relationships with his clients and within his community.

His firm, Innovative Wealth Building, achieved explosive growth by attracting over $100 million in assets during its first year of operation.

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Experience

51 Years

Current Role

CEO & President

Job Level

Leadership

Location

California, Maryland, United States

Personality Overview

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Priorities

Topics Warren cares about

Survivorship Planning

He is locally renowned for his specialty in helping widows and widowers navigate the complex financial challenges after losing a spouse.

Client Education

Emphasizes educating consumers on investments and insurance, believing an informed client makes the best decisions for their future.

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Career

Work history

7-2021

CEO & President

Innovative Wealth Building

12-1999 - 7-2021

Financial Planner

First Command Financial Services, Inc.

1973 - 1997

Senior Chief Petty Officer

US Navy

In the press

Media appearances

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Education

Warren has no verified education history

Social presence

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