Warren Wick (BA, CFP®, CLU, CPA, MBA)

Warren Wick focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
We specialize in Retirement Planning, Estate Planning, Income Tax Planning, Executive Compensation/Stock Option Planning, Business Succession Planning and Charitable Giving.
Additional Information
With more than three decades of wealth management experience, Oakbridge Partners has earned a reputation for providing straightforward, unbiased financial advice and solutions that are in the best interests of our clients.NAPFA Start Date
September 01, 1997