Christopher B. Warren CLU, ChFC


Chris Warren is a founding partner of the firm and brings over 28 years of experience in the financial industry. He focuses on serving a select number of high net worth entrepreneurs, executives and successful families in developing comprehensive wealth management strategies. Chris serves every client as if they are his only client. By working with only a select group of individuals and families, he and his team are able to provide the deepest level of service and attention. Serving as his client’s personal C.F.O., he aims to provide them with the assurance that their affairs are in order and they are on track to meet their life’s goals and objectives.

He has also been active in the industry, serving as member, and then chairman of the Ameritas Field Advisory Cabinet, as well as member and eventual chair of the Broker/Dealer Task Force and numerous other positions. In 2014, Chris was honored to be inducted to the Ameritas Hall of Fame, which recognizes his lifetime of accomplishments and contributions to the industry and beyond.

Chris graduated from Michigan State University, Eli Broad College of Business with a B.A. in Accounting and passed the CPA exam shortly after finishing school. He has continued his professional studies earning the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, along with multiple insurance and investment licenses.

On the Personal Side:

Chris’ approach to life has always been one of hard work and perseverance, both in and out of the office. When he finds time to break away from his work, his high activity level means you may find him running, biking, swimming, skiing, fishing, paddle boarding or competing in an occasional triathlon.

Chris’s mentality of “serve first, serve often” has been a model for growth in his business as well as his community affairs. He is actively involved in the YMCA of South Palm Beach County where he is a member of the Board of Trustees, Planned Giving Committee, and Co-Chair of the Annual Campaign which raises funds to enrich the lives of disadvantaged youth and families in the community. He also currently serves as a member of the Endowment Committee of St. Gregory’s Episcopal Church, where his wife Elizabeth serves as Associate Clergy. Chris is a proud father of three, and is happy to call Boca Raton his home.