DALIA WARREN
Vice President
Phone: 818-436-6647
Professional Details
- 25+ years banking and investment industry experience.
- Undergraduate Studies in Psychology - Arizona State University.
- Affiliated with Wells Fargo Advisors Financial Network since 2024.
- Formerly Vice President / Senior Wealth Client Advisor with Wells Fargo Advisors.
- • Series 6, 7, 66 registrations, variable annuity and life insurance licensed.
As a 20-year resident of the Los Angeles area, I studied psychology at Arizona State University then started my career as a Private Banker with Wells Fargo, one of the oldest and largest banks in the nation. Using the wealth of knowledge I gained in that position, I transitioned to the role of Financial Advisor in 2017. Over the last 19 years, I have been dedicated to providing my clients access to a full range of banking, insurance through Wells Fargo Bank N.A. and affiliates, as well as investment and financial advisory services.
In 2024, I decided to become an independent advisor and offer a new level of comprehensive and objective advice to individuals and businesses. My vision is to offer a meaningful alternative to traditional wealth advisory and brokerage firms by providing holistic and objective planning without the proprietary product bias that has become so prevalent in the financial industry.
I have carried the following industry licenses since 2008: Series 66 - Uniform Combined State Law Examination, General and Variable Securities Representative (Series 6 & 7).
Along with my husband Dan, daughter Siena, and our Australian Labradoodle Kona, I reside in Agoura Hills, California. I stay active playing tennis and doing Pilates. I also enjoy traveling, cooking, baking and spending time with family and friends.
