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.
Warren Brooks
CEO & President at Innovative Wealth Building
California, Maryland, United States
Overview
Topics They Care 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.
Relationship-Driven Business
Believes success comes from personal relationships and going the extra mile for clients, which has fueled his firm's referral-based growth.
Media Appearances
Warren has no verified media appearances
Work History
7-2021
CEO & President at Innovative Wealth Building
12-1999 - 7-2021
Financial Planner at First Command Financial Services, Inc.
1973 - 1997
Senior Chief Petty Officer at US Navy
Education
Warren has no verified education history
More Information
Social Presence :
Prographics :
Exp : 51
Location : California, Maryland, United States
Job Level : Leadership
Designation : CEO & President at Innovative Wealth Building
