Financial Freedom Through Customized Wealth Management

I believe in empowering my clients with financial knowledge and confidence to help them pursue their life goals.


Using customized, goal-oriented investment strategies, I will work with you to create a strategy designed to address your specific financial needs.

Kevin G. Warren, CFP, MBA

Private Wealth Financial Advisor
Managing Director - Investments

Kayla Burton

Private Wealth Senior Registered Client Associate

“We all want to find and enjoy financial freedom. For some that means retiring when ready and spending our money as we wish. For others it may be transitioning a business or leaving an estate for others. And for some it may be travelling extensively, enjoying new people and experiences. Whatever your idea of financial freedom, getting there will require a carefully-constructed and comprehensive wealth management plan. My mission is to help you achieve your vision of financial freedom.”

How I Can Help You
Mountain Line

Your life has multiple stages, each requiring a different strategy. We’ll work together to select the investments and solutions that make the most sense for your life now and the future.

Simplifying The Complex

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How can I help you?

Backed by the expertise and resources to help you create, plan, and achieve your long-term financial goals, I look forward to getting to know you, your family, and what matters most to you.


1201 Pacific Avenue
11th Floor

Tacoma, WA 98402

253.593.5253  

warrenk@wellsfargo.com
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Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.