Warren S.
Lowe
RFC®
Co-Founder & Managing Partner
CA Insurance Lic. # 0F05361
Warren is a co-founder and managing partner of Valley Wealth Management. He was born and raised in Fresno and graduated from California State University, Fresno with a B. A. in Business and Marketing.
Since becoming a licensed financial advisor in 2006, Warren has developed a close understanding of client’s needs while helping them create plans that focus on achieving both short and long-term financial goals. Providing clients with high-quality, objective advice and service is his primary mission. He helps construct and oversee client portfolios tailored to specific, client defined objectives. In addition to advising individuals and families, he assists in managing Valley Wealth Management’s business client relationships and overseeing corporate retirement plans.
Warren has been awarded the professional designation of Registered Financial Consultant (RFC®), presented to financial advisors who meet seven criteria: Education, Examination, Experience, Ethics, Financial Licensure, Conduct and Continuing Professional Education. He also holds Series 7 and 66 licenses through LPL Financial.