Purpose. Mission. Vision.

Warren Financial is your trusted partner in wealth management.

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Purpose

Our purpose is to provide guidance on what is most valuable, so individuals and their families can enjoy a life with peace of mind.

Mission

At Warren Financial, we have aligned client goals with our own to provide unbiased advice through trusting relationships and the expertise of our team. Striving to exceed the standard in all areas of wealth management.

Vision

We want our clients, our company, and our community to take part in a lasting legacy of a quality life.

Empowering your Financial Journey

Caleb Warren, CFP®, CPFA™

Financial Advisor

Caleb knows the importance of financial planning for his clients and enjoys helping them reach their goals. He applies a comprehensive wealth management process to define client goals and create recommendations to attain them, ensuring his clients have the necessary resources to support their families.

In addition to providing financial planning, Caleb assists business owners in structuring their business retirement plans to reduce risk. He evaluates fees, utilizes a meticulous investment selection process, and provides valuable education to employees. His expertise in this area stems from holding the Certified Plan Fiduciary Advisor credential (CPFA™ ).

As a dedicated professional, Caleb upholds a fiduciary standard and holds the prestigious designation of CERTIFIED FINANCIAL PLANNER™ practitioner. Earning this distinction required completing a rigorous 4-part process, including obtaining an accredited bachelor’s degree, accumulating 6,000 hours of experience, demonstrating a commitment to a higher standard of ethics through approval by the CFP Board, and passing a comprehensive 6-hour exam. He received his bachelor’s degree in Financial Planning from Husson University, where he has served on the Husson University Alumni Board.

Caleb currently resides in Hampden with his loving wife, Brooke, and their energetic twin boys. Outside of his professional pursuits, he enjoys spending quality time with his family, whether it’s going for walks with their dog, engaging in exciting DIY projects, golfing, or embarking on adventures to tropical locations. Caleb cherishes every moment with his family and understands the importance of long-term financial planning to ensure their future well-being.