Legacy Finance

Looking for a financial planning and wealth management firm that's truly built on strong values and experience? Look no further than Legacy Finance! Our team is based in Old Town Clovis, CA and we're proud to offer a range of competitive services designed to help our clients build their legacy today, so they can be remembered tomorrow. What sets us apart? For starters, our President is a CFA, a prestigious designation held by fewer than 2%* of advisors. Plus, we're committed to maintaining our fiduciary duty when managing assets, providing transparency and objective advice to all of our clients. Whether you're looking for investment advice, retirement planning, or any other financial services, we're here to help. At Legacy Finance, we believe in creating a brighter financial future for everyone. Join us today and start building your legacy!*2023 Market Intelligence CFA Institute *2021 Bureau of Labor Bradley Warner (CA Insurance Lic.#0E34102) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, member / a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: