Warren Waters CFP®, CDFA®
Senior VP – Wealth Advisor
Warren Waters is a Senior VP – Wealth Advisor at SageView Advisory Group. Prior to joining SageView, Warren was a Senior Vice President and Wealth Advisor at Investment Group, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Warren is a lifelong resident of Tarrant County and has spent more than 10 years of his career working in downtown Fort Worth. His experience includes over 20 years helping clients make smart financial and investment decisions. Warren earned his master’s degree from the University of North Texas and his bachelor’s degree from the University of Oklahoma. He is a Certified Financial Planner™ practitioner as well as a Certified Divorce Financial Analyst®. Warren holds his series 7, 63, and 65 registrations as well as his Life, Health and Variable Insurance licenses. Warren is also a certified National Social Security Advisor(NSSA®).
When away from the office, Warren enjoys spending time with his wife, Jennifer, and their five children. Some of his hobbies include golf, clay target shooting, and traveling. He is also an active member of his church’s student ministry and volunteers for several local charitable organizations.