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Walt Warren
Wealth Management Advisor at Laurus Wealth Management
Professional Background
Walt Warren is a dedicated Wealth Advisor who brings a wealth of experience and expertise to the field of wealth management. As a member of a specialized team, Walt serves a select group of individuals and business clients, providing proactive and comprehensive wealth management solutions. His team’s mission revolves around delivering personalized financial guidance that encompasses every facet of their clients' financial lives. This may include investments, retirement planning, risk management, education planning, and estate planning. Walt believes that wealth management is not just about numbers but about building lasting relationships based on trust and mutual respect.
With a firm commitment to putting clients' best interests first, Walt’s investment philosophy is rooted in several key principles, including suitable asset allocation, diversification, tactical management, and rigorous due diligence. He ensures that the recommendations made are well-researched and aligned with the financial goals of his clients. This dedication to objective service is complemented by a commitment to continual professional development, enabling Walt to remain an experienced and knowledgeable resource for his clients.
Education and Achievements
Walt Warren's academic journey began with a Bachelor of Arts (B.A.) degree from Washington State University. To further enhance his knowledge and skills, he continued his education at the University of Nevada-Las Vegas, where he honed his understanding of financial markets and investment strategies. This educational foundation has been instrumental in shaping Walt’s approach to wealth management and advising clients on their financial journeys.
With professional registrations through LPL Financial, a registered investment advisor and a member of FINRA/SIPC, Walt operates in compliance with industry standards while consistently delivering high-quality service. His educational background, coupled with his certifications, positions him to offer a range of services that include fee-based asset management, retirement plan rollovers, and comprehensive financial planning.
Specialties
Walt’s areas of specialization reflect his diverse expertise in the financial sector. Some of his specialties include:
- Fee-Based Asset Management: Offering tailored investment strategies that align with clients' financial goals.
- Retirement Plan Rollovers: Expert guidance on transitioning retirement plans to optimize investments.
- Comprehensive Financial Planning: Holistic financial strategies addressing various aspects of wealth management.
- Non-Correlated/Alternative Investments: Exploring diverse investment opportunities that could enhance portfolio performance.
- 529 College Savings Plans: Assisting families in planning for future educational expenses.
- Life/Disability/LTC Insurance: Providing essential coverage for life's unpredictable events.
- Retirement Plans for Small Businesses and Self-Employed Individuals: Customized solutions to support the needs of business clients.
Each of these specializations highlights Walt’s comprehensive approach to financial planning. His clients can feel confident knowing they have a seasoned professional by their side, navigating the complexities of wealth management and helping them achieve their financial objectives.
Professional Experience
Walt’s professional journey has laid a strong foundation for his current role as a Wealth Advisor at Laurus Wealth Management. Prior to this position, he excelled in various roles that equipped him with vital experience in the financial services industry. As a former Investment Manager at JMW Investments, he gained invaluable insights into managing investment portfolios and understanding market dynamics. His earlier tenure as a Financial Advisor at Morgan Stanley allowed him to cultivate client relationships and develop a profound understanding of individual financial needs and strategies.
Throughout his career, Walt has consistently focused on providing exceptional service and fostering long-term relationships with clients. He prioritizes keeping himself updated with continual education and industry knowledge, ensuring that he remains at the forefront of financial innovation and regulatory changes that could affect his clientele.
In every role he has held, Walt has demonstrated an unwavering dedication to helping his clients navigate their financial landscapes with confidence and clarity.
Achievements
Among Walt's many professional accomplishments, his relentless education and training stand out. His commitment to putting clients first, crafting tailored financial strategies, and maintaining transparency are qualities that define his practice. Walt has been an advocate for education in financial planning, having attended numerous industry conferences and workshops, which underscore his dedication to staying informed and equipped to handle any financial challenge his clients may face.
In concurrence with the regulations and operations at LPL Financial, all third-party posts found on Walt’s professional profile align with the shared values of collaboration and community engagement, although they do not necessarily reflect the views of LPL Financial. This illustrates his commitment to a balanced approach towards wealth management — one that values both individual insights and organizational integrity.
By partnering with organizations like Financial Advocates Advisory Services, he can offer a wide range of services that further enhance his client offerings and ensure they receive the best possible guidance in their financial decisions.
As Walt continues to evolve in his role, his focus remains on cultivating a rich environment for knowledge and engagement, ensuring all clients benefit from his expertise and insights in wealth management.
In closing, Walt Warren embodies the spirit of professional financial guidance, making significant strides in wealth management while ensuring clients are informed, empowered, and equipped to achieve their long-term financial goals.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.