Brian Warner

Brian Warner is a Financial Representative at Wise Financial who works with families and young professionals to help them get clear on their finances and feel more confident about their future. His focus is simple. Make things understandable, build real relationships, and help people put a plan in place that actually fits their life.

Brian got into financial services because he wanted to do work that genuinely helps people. For Brian, it starts with understanding how things work and then breaking that down in a way that makes sense in real life. Whether someone is thinking about retirement, protecting their family, or planning for education, he helps them sort through their options and move forward with confidence.

Before joining Wise Financial, Brian spent 12 years managing restaurants. The fast-paced, high-pressure work environment taught him how to think on his feet, communicate clearly, and stay steady when things get stressful. Those same skills now show up in how he works with clients, especially when they’re making big financial decisions.

Brian works with a lot of families and young professionals, and that’s intentional. He’s a big believer in taking care of the people who matter most. His process is relationship-first. He takes the time to understand what’s going on in someone’s life before offering any advice. From there, he focuses on education so clients feel comfortable and in control, not overwhelmed.

He focuses on retirement planning, insurance, and education funding strategies.

Outside of work, Brian is a dedicated dad to his 10-year-old daughter and spends plenty of time with his two dogs. He also enjoys live sports and concerts whenever he gets the chance.

Brian is licensed in New York, Connecticut, Michigan, Ohio, Texas, Virginia, and South Carolina.

He’s always open to connecting with people who want to get a better handle on their finances and build a plan that supports their goals.